Trinity Wealth Management

Retirement Planning Firm in Waco, TX

Firm Info
Address: 2341 Mt Carmel Dr, Waco, TX 76710, USA
Phone: (254) 751-0565

Firm Size
Assets Under Management: $202.8 million
# of Advisors: 4
# of Clients: 475
Client to Advisor Ratio: 119:1
Average Account Size: $426,939
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services

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

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

  • Pension & Profit Sharing Plans

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

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Trinity Wealth Management, LLC Overview

Trinity Wealth Management, LLC is a fee-only registered investment advisory firm located in Berwyn, PA. With its establishment in 2018, the firm offers a range of financial services and investment advice to help individuals and small businesses maximize their financial potential. This firm is an insurance broker/agent, which makes it more reliable in providing sound pension consulting services and comprehensive financial planning. At Trinity Wealth Management, LLC, clients are assured of transparent and fair fee arrangements. The firm only receives compensation based on the advisory services provided, eliminating any potential conflict of interest. In addition, the firm mainly specializes in portfolio management for individuals and small businesses, making it an ideal choice for clients seeking quality investment advice. The services offered by Trinity Wealth Management, LLC are designed to cater to all types of clients, regardless of their investment experience. The firm's qualified professionals provide clients with personalized financial advice and strategic guidance that is tailored to their unique financial situations. Clients can count on the firm's experienced pension consulting services to help them make informed financial decisions, ultimately providing them with peace of mind and financial security.

TRINITY WEALTH MANAGEMENT, LLC offers its services to a wide range of clients. From individuals to high net worth individuals and pension or profit sharing plans, the firm caters to clients with varying financial needs and goals. Their focus is on providing customized solutions that are tailored to meet each client's unique requirements. They understand that every client has different needs and preferences when it comes to managing their wealth, which is why they offer a diverse range of services. When it comes to fee structures, TRINITY WEALTH MANAGEMENT, LLC offers a variety of options depending on the service provided. Clients can choose from a percentage of AUM, hourly charges, or fixed fees. The percentage of AUM fee structure is a common pricing model in the industry, where the firm charges a percentage of the client's total assets under management. Hourly charges are a flexible and transparent fee structure where clients are charged based on the actual time spent on their account. Lastly, fixed fees are pre-determined charges that are agreed upon upfront and are not based on the amount of assets managed. TRINITY WEALTH MANAGEMENT, LLC understands that transparency and flexibility are important to their clients, which is why they offer these various fee structures to choose from.

Typical Clients, Fee Structures & Investment Minimum

According to Trinity Wealth Management, LLC's Part 2 Brochure, they require a minimum household account balance of $500,000 for their Comprehensive Portfolio Management service. This minimum requirement may be negotiable. For their Asset Management service, there is a minimum household account balance required of $100,000. This minimum requirement may also be negotiable.

How This Office Can Help Waco, TX Residents

Trinity Wealth Management is dedicated to assisting clients in Waco, TX with their unique financial needs and goals. The firm offers a range of services, including investment management, retirement planning, and estate planning. With a team of experienced professionals, Trinity Wealth Management helps clients navigate the complex financial landscape and make informed decisions. Living in Waco, TX can present a variety of financial challenges. For example, many residents may be facing the rising costs of healthcare or the need to plan for retirement. Others may be looking to invest in real estate or start a business. Trinity Wealth Management understands these challenges and offers personalized solutions to help clients achieve their financial objectives. The firm's comprehensive approach takes into account each client's unique circumstances and goals, ensuring that they receive tailored advice and guidance every step of the way.

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

Services Offered by Trinity Wealth Management, 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 Wealth Management, 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.

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

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 2341 Mt Carmel Dr, Waco, TX 76710, USA
Phone (254) 751-0565
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 1000 WESTLAKES DR., SUITE 275, BERWYN, PA 19312, United States

This firm has no other locations.

State Registrations

Trinity Wealth Management, LLC is registered to service clients in the following states:

  • Florida
  • New Jersey
  • Pennsylvania
  • Texas

Disciplinary History

Trinity Wealth Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.