Trinity Financial Advisors

Facts

Trinity Financial Advisors fees

Trinity Financial Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (6)

• Anthony Calvino

• Benjamin Hartings

  CFP

• Christen Biddlestone

• Geoffrey Biehn

  CFP

• Joshua Shaffer

  CFA

• Kristina Green