Triunity Financial Planning, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Fixed fees are based on an estimate of the number of hours required to complete the plan at an hourly rate of $250.00 per hour.”

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

How Triunity Financial Planning, LLC bills

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

• “Fees may be negotiable based on factors such as the complexity of your financial situation or total assets under management.”
• “Fees may be higher or lower depending on your needs, and may be negotiable in some cases.”
• “Fees are due and payable in full at the beginning of the engagement.”

How Triunity Financial Planning, LLC’s fees compare

• Its hourly rate of $250 matches the Oklahoma median of $250. 32% of the 41 other Oklahoma planners that publish an hourly rate charge less.
• 2 of the 5 other planners in Edmond that publish an hourly rate charge less.

About Triunity Financial Planning, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Cash flow and budgeting

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% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$106,477

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

327252

Phone

(405) 406-3324

Other planners in Edmond that publish fees

• Blessed Financial Investments, LLCEdmond$100⁠-⁠$500/hr, $1,000⁠-⁠$3,000
• Conkin Financial Group, Inc.Edmond$10,000
• Dean Davis Wealth LLCEdmond$500⁠-⁠$5,000
• Dustin Rippetoe LLCEdmond$1,000/mo, $3,500/yr
• Entrust Parable Capital, LLCEdmond$120⁠-⁠$200/hr
• Main Street Investment ManagementEdmond$1,500⁠-⁠$5,000

Compare all 17 planners in Edmond