Craig Stavely is a CFP, ChFC-designated registered investment advisor at Trinity Wealth, based in Aurora, 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 29 clients with $19M 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 $600K | 1.50% |
| $600K+ | 0.50% |
Fees are negotiable based on complexity and total assets managed. Financial planning is included at no extra cost.
Fee Estimator
Location
6105 S. Main St., Ste. 200, Aurora, CO, 80016
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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
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.
Exams
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