Trinity Legacy Partners, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Such fees are $250/hour and are negotiable. 8 In the event that a client’s situation is substantially different than disclosed at the initial meeting, a revised fee will be provided for mutual agreement.”

Flat or project fee

$1,000⁠-⁠$5,000

“Service Fee Type and Amount Financial Plan $2,500 to $5,000 fixed fee Financial Review $1,000 fixed fee The Adviser may negotiate its fixed fee amount for Financial Plans based on complexity of the financial plan.”

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

How Trinity Legacy Partners, LLC bills

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

• “At termination, fees will be billed on a pro-rata basis for the portion of the quarter completed.”
• “The investment management fees are negotiable at the sole discretion of the Adviser.”
• “A Financial Review addresses up to two financial planning topics selected in advance by the client.”

How Trinity Legacy Partners, LLC’s fees compare

• Its hourly rate of $250 is below the Texas median of $275. 28% of the 468 other Texas planners that publish an hourly rate charge less.
• 19 of the 67 other planners in Houston that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$5,000 spans the Texas median of $3,850. 38% of the 401 other Texas planners that publish a flat or project fee charge less.
• 19 of the 49 other planners in Houston that publish a flat or project fee charge less.

About Trinity Legacy Partners, LLC

• Firm size: 7 employees.
• Founded: 2011 (15 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

1.5% a year

Minimum

$500 minimum fee (stated in brochure)

Clients

356

Employees

7

Works with

Individuals, high net worth individuals, pooled investment vehicles, charities, and businesses

Services reported to regulators

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

Assets managed

$521,173,391

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

159179

Website

trinitylegacypartners.com (opens in new tab)

Phone

(713) 999-8053

Can advise clients in 4 states: Florida, Georgia, Indiana, Texas

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• Aquinas Advisors, LLCHouston$250/hr, $5,000

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