Trinity Financial Services, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“One-time financial planning/consulting is based on either a negotiable hourly fee at a rate of $200 per hour or on a fixed fee ranging from $500 - $20,000 priced according to the degree of complexity associated with the client’s situation and time spent developing the financial plan.”

Flat or project fee

$500⁠-⁠$20,000

From the same sentence as above.

Annual fee

$500⁠-⁠$20,000/yr

“Ongoing Financial Planning and Consulting Services Trinity offers ongoing financial planning and consulting services for a negotiable fixed annual fee, typically ranging from $500 to $20,000, depending on the complexity of the client’s financial circumstances and the estimated time and resources required to develop…”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Trinity Financial Services, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Ongoing check-ins via phone or email for accountability, encouragement and to address changes along the way.”
• “For financial planning fees, the client will make an upfront payment of $500 and the remainder of the fee will be paid upon delivery of the plan.”
• “The client will receive the refund via a check in the mail.”

How Trinity Financial Services, Inc.’s fees compare

• Its hourly rate of $200 is below the Michigan median of $250. 16% of the 170 other Michigan planners that publish an hourly rate charge less.
• 1 of the 7 other planners in Bloomfield Hills that publish an hourly rate charge less.
• Its flat or project fee of $500-$20,000 spans the Michigan median of $3,250. 90% of the 137 other Michigan planners that publish a flat or project fee charge less.
• 7 of the 8 other planners in Bloomfield Hills that publish a flat or project fee charge less.
• Its annual fee of $500-$20,000 spans the Michigan median of $6,000. 73% of the 37 other Michigan planners that publish an annual fee charge less.
• 3 of the 7 other planners in Bloomfield Hills that publish an annual fee charge less.

About Trinity Financial Services, Inc.

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2009 (17 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

2.25% a year

Clients

125

Employees

2

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops

Assets managed

$91,500,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

151051

Website

trinityfinancial.services (opens in new tab)

Phone

(248) 454-1996

Can advise clients in 3 states: Florida, Michigan, Texas

Other planners in Bloomfield Hills that publish fees

• Cranbrook Wealth Management, LLCBloomfield Hills$10,000⁠-⁠$100,000/yr
• Emde Wealth Management LLCBloomfield Hills$500⁠-⁠$5,000
• Forsythia FinancialBloomfield Hills$350/hr
• Gainplan LLCBloomfield Hills$400/hr, $15,000
• Integrated Capital ManagementBloomfield Hills$250/hr, $1,000⁠-⁠$5,000
• KRS Capital Management, LLCBloomfield Hills$5,000, $5,000/yr

Compare all 16 planners in Bloomfield Hills