Trinity Financial Planning fees and pricing
Financial planner in Middleton, Wisconsin. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 18, 2026, Trinity Financial Planning charges $275-$625 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $275-$625/hr
“Project retainer fees are based on rates ranging from $275 to $625 per hour 4 depending on the project complexity and requirements.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Trinity Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable based on the client’s specific financial circumstances, and TFP reserves the right to raise or lower fees in some circumstances.”
- “Fees may be negotiable based on the client’s specific financial circumstances, and as mutually agreed between TFP and the client.”
- “The fixed component is a fixed annual fee, payable quarterly in arrears.”
How Trinity Financial Planning’s fees compare
- Its hourly rate of $275-$625 spans the Wisconsin median of $300. 84% of the 95 other Wisconsin planners that publish an hourly rate charge less.
- 1 of the 4 other planners in Middleton that publish an hourly rate charge less.
About Trinity Financial Planning
“John Scherer is the sole owner of TFP, which provides fee-only financial planning, tax planning and investment management services for individuals and families.”
- Principal: John Scherer
- Firm size: 3 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2001 (25 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- College planning
- Business owners
- Equity compensation
- Insurance analysis
- Cash flow and budgeting
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
- 1.25% a year
- Clients
- 60
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $102,875,290
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 115924
- Phone
- (608) 999-4049
Other planners in Middleton that publish fees
- Apex Fiduciary Advisors LLCMiddleton$600-$5,000
- Blackhorn PartnersMiddleton$300-$2,000/yr
- Jacobson & Schmitt Advisors, LLCMiddleton$5,000
- Milestone Investment Advisors, LLCMiddleton$300/hr, $2,500/yr
- Sentinel Advisory Group, LLCMiddleton$500/hr
- Shellcrest Financial LLCMiddleton$800/hr, $30,000-$75,000
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.