Trinity Financial Advisors LLC

Financial Advisor in Groveport, OH

Firm Info
Address: 760 Communications Pkwy, Columbus, OH 43214, USA
Phone: (614) 848-7667

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 serves a diverse range of clients, including individuals, high net worth individuals, and charitable organizations. The firm's experienced financial advisors provide a range of services, from investment management to retirement planning, tailored to meet the specific needs of each client. The team understands that every client has unique goals and challenges, which is reflected in their personalized approached to financial planning. The fee structures at TRINITY FINANCIAL ADVISORS LLC vary depending on the service provided and the needs of the client. The firm offers competitive fees, with options such as a percentage of assets under management (AUM) or fixed fees for specific services. The percentage of AUM fee structure is commonly used by investment advisors and is calculated as a percentage of the total value of a client's assets, managed by the advisor. Fixed fees are predetermined costs for a specific service or project. TRINITY FINANCIAL ADVISORS LLC believes in transparent fee structures to ensure clients understand what they are paying for and the value they are receiving from the firm's services.

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 Groveport, OH Residents

Richwood Investment Advisors, LLC is a team of professional financial advisors dedicated to providing top-notch financial advice to clients in Cincinnati, Ohio. The financial situations that people living in Cincinnati might be facing could range from estate planning and retirement to saving for college education or paying off debt. The team at Richwood Investment Advisors will work with clients to create a personalized financial plan that addresses their specific needs and goals. The advisors have a deep understanding of investment strategies that can help clients grow their wealth over time while minimizing risks. They also help clients plan for the unexpected, such as medical emergencies, job losses, or other financial setbacks. Additionally, Richwood Investment Advisors can guide clients through tax planning, insurance coverage, and estate planning, ensuring a holistic approach to financial management and wealth preservation.

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.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
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 760 Communications Pkwy, Columbus, OH 43214, USA
Phone (614) 848-7667
Opening Hours
  • Mon 8 AM–5 PM
  • Tue 8 AM–5 PM
  • Wed 8 AM–5 PM
  • Thu 8 AM–5 PM
  • Fri 8 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
4 Stars  |  1 Reviews

Other Office Locations

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.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs