Trinity Financial Advisors, LLC

Financial Advisor in Chicago, IL

Firm Info
Address: 541 N Fairbanks Ct, Chicago, IL 60611, USA
Phone: (312) 245-1300

Firm Size
Assets Under Management: $360.6 million
# of Advisors: 3
# of Clients: 853
Client to Advisor Ratio: 284:1
Average Account Size: $422,714
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Trinity Financial Advisors LLC Overview

Trinity Financial Advisors LLC is a registered investment advisory firm that specializes in investment advice only. Founded in 2015 in Columbus, OH, the firm offers various financial services to clients. One of their core practices is financial planning, where they help their clients establish a financial strategy that aligns with their goals. They also provide portfolio management services for individuals and small businesses, where they oversee a client's investments and execute trades that reflect their financial objectives. Trinity Financial Advisors LLC is a fee-only firm, which means they do not receive commissions on the financial products they recommend. Instead, they charge a fixed fee for their services, which eliminates any potential conflicts of interest. This fee arrangement allows for a transparent relationship between Trinity Financial Advisors LLC and their clients. Beyond their financial planning and portfolio management services, Trinity Financial Advisors LLC also assists their clients in choosing other advisors. These professionals could include estate planning attorneys, insurance agents, or tax accountants, which the firm can recommend to clients. This additional service offers clients a comprehensive approach to their financial management. Overall, Trinity Financial Advisors LLC offers a range of investment and financial guidance services to their clients. With their fee-only arrangement, financial planning capabilities, and portfolio management expertise, clients can find support to meet their long-term financial goals.

TRINITY FINANCIAL ADVISORS LLC is a highly reputable financial advisory firm that caters to a diverse range of clients. The firm's clientele includes individuals seeking assistance with their financial needs, high net worth individuals with complex assets management requirements, and charitable organizations seeking guidance on how to best utilize their resources. TRINITY FINANCIAL ADVISORS LLC's comprehensive approach to financial planning ensures that their clients receive tailored solutions that address their specific needs and goals. TRINITY FINANCIAL ADVISORS LLC offers flexible fee structures that cater to a variety of different services provided. Clients can choose between a percentage of assets under management (AUM) or fixed fees, depending on their preferences and the scope of the work required. The percentage of AUM fee structure is ideal for clients who require ongoing asset management services, as it is calculated as a percentage of the total assets being managed. Fixed fees, on the other hand, are ideal for clients seeking specific services, such as estate planning, tax planning, or retirement planning. TRINITY FINANCIAL ADVISORS LLC's fee structures are competitively priced and transparent, ensuring that clients receive fair and reasonable fees for the services they receive.

Typical Clients, Fee Structures & Investment Minimum

The note in Trinity Financial Advisors LLC's Part 2 Brochure mentions an investment minimum of $555,555.55 in assets under Registrant's management. Clients who maintain less than this amount and are subject to the $5,000 annual minimum fee will typically pay a higher percentage fee than referenced in the fee schedule. However, the brochure does not provide information on the investment minimum required to become a client.

How This Office Can Help Chicago, IL Residents

Trinity Financial Advisors, LLC is a comprehensive financial planning firm in Chicago, IL. They provide professional advice and guidance to clients who are facing various financial challenges, such as retirement planning, investment management, tax planning, estate planning, and risk management. With years of experience and industry-specific certifications, the advisors at Trinity Financial Advisors, LLC understand how complicated and overwhelming these issues can be for individuals and families. Trinity Financial Advisors, LLC strives to provide personalized solutions to clients. With their client-focused approach, they take the time to understand the unique financial needs and goals of each person they work with. They then develop and implement a customized financial plan to help the client achieve financial security and stability. Whether you're approaching retirement, starting a new business, or planning for your children's education, Trinity Financial Advisors, LLC can help you navigate any financial situation and provide you with the necessary tools to succeed.

To view the Minimum Investment and Fee Schedule for Trinity Financial Advisors LLC, visit their Part 2 Brochure.

Services Offered by Trinity Financial Advisors LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.

Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Trinity Financial Advisors LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Subscription (Newsletter or Periodical)
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.

This Office Location

Firm location 541 N Fairbanks Ct, Chicago, IL 60611, USA
Phone (312) 245-1300
Google My Business Reviews:
5 Stars

Other Office Locations

Firm Headquarters
Firm headquarters location 760 COMMUNICATIONS PARKWAY, SUITE 200, COLUMBUS, OH 43214, United States

This firm has no other locations.

State Registrations

Trinity Financial Advisors LLC is registered to service clients in the following states:

  • Ohio

Disciplinary History

Trinity Financial Advisors LLC does not have any disclosures. Please visit it's Form ADV for more details.


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