TRINITY FINANCIAL PLANNING

Overview

Trinity Financial Planning operates as an independent registered investment adviser organized as an LLC, serving individual and family clients with a focus on financial planning and portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM and fixed fees and manages client relationships on a discretionary basis. Investment activity is concentrated in pooled public vehicles—primarily mutual funds—rather than bespoke individual-stock portfolios or broad direct alternative allocations. Trinity is not positioned as an ESG-active manager and does not report multi-state adviser activity. Operationally, Trinity emphasizes traditional wealth-management services: construction and oversight of diversified portfolios through mutual funds, ongoing financial planning, and tailored fee arrangements for smaller advisory relationships. The firm’s custody relationship with Charles Schwab & Co., Inc. supports its trading, reporting and operational plumbing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices