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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-08-2001
- Office Locations
- 1
Office Locations
About Trinity Financial Planning
Trinity Financial Planning is a fee-only, fiduciary financial planning firm serving individuals approaching and in retirement. The team delivers comprehensive, personalized advice with regular review sessions to help clients prioritize goals and navigate retirement transitions. Investment planning emphasizes diversified portfolios using mutual funds and ETFs and a risk-management, asset-allocation approach. Reported custodians include Charles Schwab & Co. and LPL Financial.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Platform
Services
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Owner & Executives
JOHN MICHAEL SCHERER
Chief Compliance Officer, Founder
- CRD
- #2603969
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Nicholas Scott Moore
Associate Financial Planner
- CRD
- #5962681
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $102,875,290 | -- |
| Non-Discretionary | $0 | -- |
| Total | $102,875,290 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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