# Trinity Financial Planning

> Trinity Financial Planning is a state-registered investment advisory firm in Middleton, WI, registered since 2001, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 115924
- Filed as: TRINITY FINANCIAL PLANNING
- Legal name: Trinity Financial Planning, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Middleton, WI
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/115924
- AdvisorCensus page: https://advisorcensus.com/firm/trinity-financial-planning-middleton-wi-115924

## Quick answers

**How is Trinity Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Trinity Financial Planning reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Trinity Financial Planning located?**
Trinity Financial Planning's principal office is in Middleton, WI, according to its Form ADV.

**Is Trinity Financial Planning registered with the SEC or a state?**
Trinity Financial Planning is a state-registered investment advisory firm, registered since 2001. Status as filed: APPROVED. CRD 115924.

**How much does Trinity Financial Planning manage?**
Trinity Financial Planning reports $102,875,290 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).

**What types of clients does Trinity Financial Planning serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (32); individuals (other than high net worth individuals) (28).

**Does Trinity Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/115924

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $102,875,290
- Discretionary: $102,875,290
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 28 | $18,774,325 |
| High net worth individuals | 32 | $84,100,965 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2001 (24 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- trinfin.com
- LinkedIn @trinity-financial-planning-llc
- X @TrinFinPlanning
- YouTube @FriendsTalkFinancialPlanning
- YouTube @UCH4Kt6DRPl6rOXidOJm6miA

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Trinity Financial Planning (CRD 115924): Form ADV filing data as of October 2026.