Craig Stavely is a CFP, ChFC-designated registered investment advisor at Trinity Wealth, based in Denver, CO, with 15 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 25 clients with $8.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable based on the complexity of your financial situation or total assets under management.
Fee Estimator
Location
8354 E. Northfield Blvd., Unit 3700, Denver, CO, 80238-3135
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Craig is the Head of Financial Planning for Hathaway College Funding, focusing on college savings education. This takes about a quarter of his time, including time during securities trading hours.
Employment History
Current Registrations
Trinity Wealth
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Keep It Simple Financial Planning
Envisage Financial, LLC
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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.