Trinity Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 3, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500⁠-⁠$5,500

“When Financial Planning Services are provided separately on a project basis, we charge a fixed fee which ranges between $1,500 and $5,500, depending on the complexity of the client’s financial planning needs.”

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

How Trinity Wealth bills

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

• “Fees could be negotiable based on factors such as the complexity of your financial situation or total assets under management.”
• “Upon completion of the financial plan, if a client elects to engage our Investment Management Services, the final payment will be waived, or may be applied toward future Investment Management Services fees.”
• “Project-based Financial Planning Services will automatically terminate upon delivery of the final financial plan and payment of the final fee.”

How Trinity Wealth’s fees compare

• Its flat or project fee of $1,500-$5,500 spans the Colorado median of $5,250. 35% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Aurora that publish a flat or project fee charge less.

About Trinity Wealth

• Firm size: 3 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2023 (3 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

1.5% a year

Clients

29

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$18,505,328

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

325294

Website

trinity-wealth.co (opens in new tab)

Phone

(720) 260-4235

Other planners in Aurora that publish fees

• Dynamic Lifestyle Planning GroupAurora$250⁠-⁠$1,000/hr, $250⁠-⁠$3,500
• Sample Financial Solutions, LLCAurora$250/hr, Up to $10,000
• Stride Tax and Wealth Advisors, LLCAurora$625/qtr
• Wolf & Raven Private WealthAurora$225/hr

Compare all 5 planners in Aurora