RIA Intel›Advisers›Wisconsin›TRINITY FINANCIAL PLANNING, LLC

TRINITY FINANCIAL PLANNING, LLC

Advisory

MIDDLETON, WI

Data as of Mar 18, 2026 · Source: SEC Form ADV

Rank in WI

#275

of 354 advisers by AUM

Average account

$371K

across 277 accounts

AUM per adviser

$51M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM

$103M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$103M

Discretionary AUM$103M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients60

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX, WI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

60 clients

32 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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