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Trinity Financial Planning

Headquartered in MIDDLETON, WI

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Firm Information

Trinity Financial Planning, LLC is a registered investment advisor with approximately $82.84 million in regulatory assets under management. They provide financial planning and portfolio management for individuals, specializing in serving high-net-worth individuals and individuals other than high-net-worth individuals. The firm has 264 client accounts, with 28 high-net-worth individual clients and 31 individual clients other than high-net-worth individuals.

Trinity Financial Planning

$82.84M

Assets Under Management

3

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

TRINITY FINANCIAL PLANNING has a total of 1 branch locations across the country.
location

MIDDLETON, WI

Advisors at Trinity Financial Planning

View All 2 Advisors
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Nicholas Scott Moore

RA

MIDDLETON, WI

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John Michael Scherer

CFP®, RA

MIDDLETON, WI

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Disclosures

There are no public disclosures for Trinity Financial Planning.

Frequently Asked Questions (6)

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