Trinity Wealth Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$5,000

“Typically, fees for financial planning are provided with ongoing management engagements, but in special situations a one-time fee of $5,000 or less paid in arrears is possible.”

Annual fee

$1,000/yr

“There is a minimum annual fee of $1,000 per plan.”

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

How Trinity Wealth Advisors LLC bills

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

• “Fees are usually payable quarterly in advance, although on some platforms and in some other instances fees may be payable in arrears.”
• “Fees are generally deducted from a client’s account, although in some cases may be direct billed.”
• “All Trinity fees are negotiable based on the scope of the engagement.”

How Trinity Wealth Advisors LLC’s fees compare

• Its flat or project fee of $5,000 is above the Missouri median of $3,550. 57% of the 77 other Missouri planners that publish a flat or project fee charge less.
• 7 of the 13 other planners in St. Louis that publish a flat or project fee charge less.
• Its annual fee of $1,000 is below the Missouri median of $6,000. 7% of the 45 other Missouri planners that publish an annual fee charge less.
• 1 of the 11 other planners in St. Louis that publish an annual fee charge less.

About Trinity Wealth Advisors LLC

• Firm size: 8 employees.
• Founded: 1997 (29 years).

Planning areas mentioned in the brochure

• Retirement planning

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

1.35% a year

Minimum

$1,000 minimum fee (stated in brochure)

Clients

132

Employees

8

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$281,549,235

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

109452

Website

trinitywealth.com (opens in new tab)

Phone

(314) 966-0033

Can advise clients in 6 states: Colorado, Florida, Illinois, Missouri, Nebraska, Texas

Other planners in St. Louis that publish fees

• Adk Wealth Advisory GroupSt. Louis$250⁠-⁠$4,000
• Aquilant AdvisorsSt. Louis$250/hr
• Cauble & Harre Wealth Management, Inc.St. Louis$10,000/yr
• Claris Advisors, LLCSt. Louis$500⁠-⁠$5,000
• Compton Advisors, LLCSt. Louis$500/qtr
• Cratero Capital LLCSt. Louis$100⁠-⁠$500/mo, $1,200⁠-⁠$6,000/yr

Compare all 44 planners in St. Louis