Trinity Financial Partners provides general business and financial consulting services to individuals, trustees, estates, charitable organizations, and small businesses. Trinity Financial Partners offers consulting and planning on a tactical or comprehensive basis to help clients determine personal and business objectives, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. Services are delivered through consultations and collaboration with clients' attorneys, certified public accountants, and other professionals. Trinity Financial Partners does not manage investment portfolios, hold client funds or securities, or have the authority to make trades on behalf of clients.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
- Hourly consulting — $85 to $335 per hour for advisors and staff, depending on the complexity of the services provided
- Fixed fee planning — Flat fees determined on a project-by-project basis depending on client needs
Hourly Rate:$85 - $335/hr
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