Trinvest Advisors, LLC fees and pricing
Financial planner in Volente, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 7, 2026, Trinvest Advisors, LLC charges a flat or project fee of $200-$1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 7, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $200-$1,000
“The negotiated fixed rate for creating client financial plans is between $200 and $1,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Trinvest Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients may terminate the agreement without penalty for a full refund of Trinvest's fees within five business days of signing the Investment Advisory Contract.”
- “Clients may terminate the agreement without penalty for a full refund of Trinvest's fees within five business days of signing the Financial Planning Agreement.”
- “Fees are charged in arrears upon completion.”
How Trinvest Advisors, LLC’s fees compare
- Its flat or project fee of $200-$1,000 is below the Texas median of $3,850. 5% of the 401 other Texas planners that publish a flat or project fee charge less.
About Trinvest Advisors, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2015 (11 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
- 31
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $12,700,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 282304
- Phone
- (512) 293-7036
Other planners in Texas that publish fees
- 11 FinancialLufkin$250/hr, $50-$5,000
- 1900 WealthSan Antonio$350/hr, $1,500
- 360 Wealth CreationAustin$250/hr
- 3T Advisors LLCWaco$250/hr, $250-$10,000
- 7 Saturdays FinancialWylie$250/hr, $500-$10,000
- 83 FinancialParker$250/hr, $250-$10,000
Is something on this page wrong or out of date?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.