John Hathaway is a registered investment advisor at Trinity Wealth, based in Denver, CO, with 10 years of industry experience. John 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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John is the founder of Virtual Assist, a virtual assistant agency, spending about half his time on strategic planning and client management. He also founded Hathaway College Funding, a college saving education company, dedicating nearly full-time hours to workshops and client strategy implementation, and Hathaway Companies, a college funding specialist firm, spending a few hours per week on financial assessments and strategies.
Employment History
Current Registrations
Trinity Wealth
Previous Registrations
Simplicity Wealth
J. W. Cole Advisors, INC.
Global Financial Private Capital, LLC
Personal Capital Advisors Corporation
Alphastar Capital Management, LLC
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.