Trinity Financial Advisors LLC fees and pricing
Financial planner in Columbus, Ohio. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 23, 2026, Trinity Financial Advisors LLC charges an annual fee of $15,000-$50,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $15,000-$50,000/yr
“BUSINESS ADVISORY SERVICES Registrant charges an annual fixed fee for business advisory services, generally ranging between $15,000 and $50,000 per year, payable quarterly in advance.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Trinity Financial Advisors LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In the limited event that the Registrant bills the client directly, payment is due upon receipt of the Registrant’s invoice.”
- “The Registrant shall deduct fees and/or bill clients quarterly in advance, based upon the market value of the assets on the last business day of the previous quarter.”
- “The Registrant’s annual investment advisory fee is prorated and paid quarterly in advance.”
How Trinity Financial Advisors LLC’s fees compare
- Its annual fee of $15,000-$50,000 is above the Ohio median of $5,000. 95% of the 79 other Ohio planners that publish an annual fee charge less.
- 6 of the 7 other planners in Columbus that publish an annual fee charge less.
About Trinity Financial Advisors LLC
- Firm size: 9 employees.
- Registered as an adviser: 2015 (11 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.9% a year
- Clients
- 208
- Employees
- 9
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $669,993,827
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 133191
- Phone
- (614) 848-7667
Other planners in Columbus that publish fees
- Alexander Financial Planning, Inc.Columbus$350-$500, $3,000-$7,000/yr
- Antolino Wealth AdvisorsColumbus$550/hr
- Asendo Wealth AdvisoryColumbus$250/hr, $2,500
- Clark SoetenColumbus$300/hr, $500-$5,000
- Clearmind CapitalColumbus$5,000, $100-$1,200/mo
- Diamond Equity AdvisorsColumbus$150-$300/hr, $1,000-$3,000
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.