Trilogy Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment advisory services to individual clients (including high-net-worth individuals) and to retirement plans. Its brochure describes customized portfolio construction using low-cost mutual funds and ETFs, occasional use of individual stocks, bonds and options, and the use of unaffiliated independent managers when appropriate.
The advisor’s stated investment approach emphasizes fundamental analysis and a generally long-term horizon, with periodic rebalancing and position adjustments driven by client goals, risk tolerance and market conditions. The firm also reports that a large portion of its assets are managed on a primarily non‑discretionary basis, meaning clients typically retain final approval of trades rather than ceding full trading authority.
What is most distinctive relative to peers is the focus on retirement plan consulting — including vendor analysis, participant education and ERISA 3(21) investment oversight — an offering that is uncommon among similarly sized independent advisors. The brochure also notes the firm is newly established with a small asset and client base and participates in an institutional custody platform that provides operational benefits to the advisor.
Client services
Expertise
Fee options
$0 - $500,000: 1.00% $500,001 - $750,000: 0.90% $750,001 - $1,000,000: 0.85% $1,000,001 - $5,000,000: 0.75% $5,000,001+: 0.65%
Account minimum: $2,500 minimum investment advisory fee Minimum fee: Minimum investment advisory fee of $2,500 to effectively implement its investment process Fee-only: Investment advisory fees paid quarterly in arrears based on assets under management as per tiered schedule; fees may be negotiable
Main office
Plymouth MA
Advisors at this office
1
Most active in
Massachusetts
Also doing business as
Kadra, Peter S. · Trilogy Advisors
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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