Trigsted Wealth Advisory
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Trigsted Wealth Advisory provides financial planning and investment advisory services to individuals, families, and high‑net‑worth clients. Offerings include one‑time comprehensive financial plans, an ongoing quarterly subscription planning option, hourly consultations, and portfolio management tailored to individual accounts.
The firm tailors investment recommendations and portfolio construction to each client’s objectives, risk tolerance, time horizon, tax considerations, and other constraints, using diversified allocations implemented with ETFs, mutual funds, and, as appropriate, individual securities and alternative instruments. Portfolios may be managed on a discretionary or non‑discretionary basis after an onboarding process and assets are maintained with independent qualified custodians; the firm has not yet commenced asset management and reports no regulatory assets under management.
Distinctive features include a mix of fee types that are uncommon for firms in this category: the use of fixed fees for project‑based comprehensive plans, subscription billing for ongoing planning, and availability of hourly planning or consultation outside of subscription engagements, alongside traditional asset‑based advisory fees. The firm operates as a fee‑only adviser, does not receive third‑party commissions, and does not act as a private fund adviser.
Client services
Expertise
Fee options
Comprehensive financial planning fees typically range from $3,500 to $4,500 as a one-time fixed fee.
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $3,000,000: 0.70% $3,000,001 - $5,000,000: 0.60% $5,000,001+: Negotiable
Standard hourly rate is generally $300 per hour; rates may vary and are negotiable.
Ongoing financial planning subscription fees range approximately from $400 to $1,100 per quarter.
Fee-only: The firm is fee-only and does not receive commissions; compensated solely by advisory fees from clients.
Main office
Tampa FL
Advisors at this office
1
Most active in
Florida
Also doing business as
Trigsted Wealth Advisory · Trigsted Wealth Advisory LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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