Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningBusiness OwnersCharitable GivingFinancial Planning & CoachingTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
736 clients
Average Client Portfolio
$663K average
Assets Under Management
$488.2M

Fee Structure

Minimum Investment:$7.5K
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Location

121 Countryside Court, Suite 140, Southlake, TX, 76092

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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
Trinity Portfolio Advisors, LLC
March 2025 - Present · 11 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
May 2024 - January 2025 · 8 mos
Charles Schwab & CO., INC.Broker
May 2023 - April 2024 · 11 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Chase Estrada - Financial Advisor | TrueAdvisor