John Scherer is a CFP-designated registered investment advisor at Trinity Financial Planning, based in Middleton, WI, with 9 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning. Their firm serves 60 clients with $93M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Schedule is for Investment Management Services only. Wealth Management Services also include a fixed annual fee. Fees may be negotiable.
Fee Estimator
Location
6405 Century Ave #104, Middleton, WI, 53562
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Regulatory History
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.
Learn about disclosures →Other Business Activities
John is an LLC member of Dry Dog Ranch LLC, a farming business, since 2011, dedicating minimal time. He is also an LLC member of Scherer Brothers Investments LLC, a limited partnership, since 2013, dedicating minimal time.
Employment History
Current Registrations
Trinity Financial Planning
State Registrations2 states
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