Firm
Trinity Financial Planning
Middleton, Wisconsin
Fee-only
Trinity Financial Planning at a glance
- One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 3 employees and 60 individual clients, 32 of them high net worth.
- Its average account is about $371,000 (assets it manages divided by its 277 accounts).
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Middleton, Wisconsin |
|---|---|
| Website | trinfin.com |
| [email protected] | |
| Phone | (608) 999-4049 |
Trinity Financial Planning fees
Trinity Financial Planning 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
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $103 million |
| Individual clients | 28 |
| High-net-worth clients | 32 |
| Accounts managed | 277 |
| Employees | 3 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 18, 2026 |
| SEC record | CRD 115924 |