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Jamie Cinotto

Triad Wealth Partners, LLC
21 Years of Experience
Lawrence, KS
View SEC Summary
View SEC Summary

Jamie Cinotto is a registered investment advisor at Triad Wealth Partners, LLC, based in Lawrence, KS, with 21 years of industry experience. Jamie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 3,896 clients with $1.5B in assets under management.

Triad Wealth Partners, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
48 advisors
Number of Clients
3,896 clients
Average Client Portfolio
$392K average
Assets Under Management
$1.5B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Advisory fees vary based on services provided and range up to 2.00% per year. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

730 New Hampshire St., Unit 222, Lawrence, KS, 66044

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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
Triad Wealth Partners, LLC
August 2026 - Present · 2 mos
Previous Registrations
Paragon Capital Management LLC
January 2025 - March 2026 · 1 yr 2 mos
Paragon Capital Management LLC
December 2019 - August 2021 · 1 yr 8 mos
Mariner Wealth Advisors
March 2018 - October 2019 · 1 yr 7 mos
440 Investment Group, LLC
June 2017 - March 2018 · 9 mos
Firstpoint Financial, LLC
May 2015 - March 2017 · 1 yr 10 mos
Mariner Wealth Advisors, LLC
March 2015 - June 2017 · 2 yrs 3 mos
Firstpoint Financial, LLC
December 2014 - January 2016 · 1 yr 1 mo
Msec, LLCBroker
December 2014 - October 2019 · 4 yrs 10 mos
Mwa Financial Services, INC.
July 2014 - November 2014 · 4 mos
Mwa Financial Services INC.Broker
May 2014 - November 2014 · 6 mos
Madison Avenue Securities, INC.
July 2013 - February 2014 · 7 mos
Madison Avenue Securities, INC.Broker
June 2013 - February 2014 · 8 mos
Farmers Financial Solutions, LLCBroker
March 2013 - May 2013 · 2 mos
Umb Financial Services, INC.Broker
March 2001 - January 2013 · 11 yrs 10 mos
State Registrations1 state
KS
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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