Trinity Capital Management, LLC fees and pricing
Financial planner in Santa Barbara, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 15, 2026, Trinity Capital Management, LLC charges a flat or project fee of $500-$20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 15, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$20,000
“One Time or Periodic Planning Fees In consideration of Advanced Planning services provided by TCM to non-Wealth Management Clients, Clients will be assessed a flat fee usually ranging from $500 to $20,000 dependent on the type, scope, and complexity of planning services offered.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Trinity Capital Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Should a Client open an account during the quarter, management fees will be prorated for assets held for a partial quarter based on the number of days that the account was open during the quarter.”
- “Additionally, the management fee payable on assets that are deposited into or withdrawn from a Client’s account will be prorated based on the number of days remaining in the month.”
- “All fees, refund policies, termination provisions and other relevant disclosures as they relate to advanced planning services are disclosed within the MA.”
How Trinity Capital Management, LLC’s fees compare
- Its flat or project fee of $500-$20,000 spans the California median of $5,000. 81% of the 796 other California planners that publish a flat or project fee charge less.
- 9 of the 15 other planners in Santa Barbara that publish a flat or project fee charge less.
About Trinity Capital Management, LLC
“Offered Wealth Management Services TCM’s wealth management services include both investment management services and Advanced Planning to provide a comprehensive financial package for our clients.”
- Firm size: 6 employees.
- Founded: 2006 (20 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.2% a year
- Clients
- 376
- Employees
- 6
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $556,811,058
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 143097
- Phone
- (805) 963-0500
Can advise clients in 8 states: Arizona, California, Colorado, Idaho, Louisiana, Michigan, Texas, Washington
Other planners in Santa Barbara that publish fees
- Abundant Wealth Partners, LLCSanta Barbara$175-$500/hr, $350-$25,000
- Arlington Financial Advisors, LLCSanta Barbara$375/hr, $4,950-$10,000
- Avalan, LLCSanta Barbara$250-$500/hr, $500-$10,000
- Blom Levy & Co., LLCSanta Barbara$2,000/qtr, $8,000/yr
- Bourke Wealth ManagementSanta Barbara$350/hr, $50,000
- Capital Adulting LLCSanta Barbara$250-$650/hr, $200-$800/mo
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.