Trinity Wealth Management, LLC fees and pricing
Financial planner in Berwyn, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 5, 2026, Trinity Wealth Management, LLC charges $500 an hour, a flat or project fee of $5,000-$50,000, and an annual fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“Our hourly fee is $500 and our flat fees generally range from $5000 to $50,000.”
- Flat or project fee
- $5,000-$50,000
From the same sentence as above.
- Annual fee
- $5,000/yr
“For plans with assets under $750,000, our firm will charge a minimum annual fee of $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Trinity Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “As it is impossible to directly debit the fees from these accounts, those fees will be assigned to the client’s taxable accounts on a pro-rata basis.”
- “If the client does not have a taxable account, those fees will be billed directly to the client.”
- “Our firm bills on cash unless otherwise agreed in writing.”
How Trinity Wealth Management, LLC’s fees compare
- Its hourly rate of $500 is above the Pennsylvania median of $250. 91% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
- 2 of the 3 other planners in Berwyn that publish an hourly rate charge less.
- Its flat or project fee of $5,000-$50,000 is above the Pennsylvania median of $3,650. 94% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
- 2 of the 2 other planners in Berwyn that publish a flat or project fee charge less.
- Its annual fee of $5,000 is below the Pennsylvania median of $6,000. 39% of the 74 other Pennsylvania planners that publish an annual fee charge less.
- 2 of the 2 other planners in Berwyn that publish an annual fee charge less.
About Trinity Wealth Management, LLC
“Our Comprehensive Portfolio Management service encompasses asset management as well as providing financial planning/financial consulting to clients.”
- Firm size: 7 employees.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Charitable giving
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
- Clients
- 220
- Employees
- 7
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $399,170,742
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 169216
- Phone
- (610) 296-2020
Can advise clients in 5 states: Florida, Louisiana, New Jersey, Pennsylvania, Texas
Other planners in Berwyn that publish fees
- Ellis Investment Partners, LLCBerwyn$150-$500/hr, $500-$5,000
- Goal Quest Advisors, LLCBerwyn$200/hr, $3,000/yr
- Great Valley Advisor Group, LLCBerwyn$2,500/yr
- K Wealth AdvisorsBerwyn$500/hr
- Sterling Investment Advisors LTD.Berwyn$2,000-$20,000
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.