TrueAdvisor
TrueAdvisor
JE
CFP
JE
CFP

James Barry Evens

Trinity Wealth Advisors LLC
35 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningEstate PlanningInsurance PlanningCharitable GivingBusiness OwnersInvestment ManagementTax PlanningFinancial Planning & Coaching
Trinity Wealth Advisors LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
129 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$258.9M

Fee Structure

Minimum Investment:$25K
Financial Planning:Included in AUM fee

Location

132 W Washington Ave Suite 200, St. Louis, MO, 63122

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Trinity Wealth Advisors LLC
April 2019 - Present · 6 yrs 10 mos
Previous Registrations
Trinity Wealth Securities, L.L.C.Broker
February 2001 - March 2019 · 18 yrs 1 mo
Royal Alliance Associates, INC.Broker
April 1990 - March 2001 · 10 yrs 11 mos
State Registrations2 states
MOTX
Advisor
Exams
No exam information available for this advisor.