A complete list of active advisors currently associated with Trilogy Wealth Management, LLC

Warmer can help you find a great advisor at Trilogy Wealth Management, LLC or one who fits your needs even better.

Trilogy Wealth Management, LLC is a newly formed registered investment adviser that offers wealth management, discretionary investment management and financial planning to individuals and high‑net‑worth clients. In its initial Form ADV filing the firm reported no assets under management and no clients. The firm generally pursues a long‑term investment strategy while employing fundamental, technical and charting analysis to construct portfolios of mutual funds, ETFs, individual equities, bonds and options, and it may trade shorter term for rebalancing or market reasons. Trilogy Wealth typically manages accounts on a discretionary basis, uses an institutional platform for custody and trade execution, and charges percentage‑of‑AUM advisory fees. Distinctive disclosures include that the principal is CFP‑certified, maintains insurance licensure (disclosing commissionable sales activity that consumes roughly 5% of time) and also performs statistician work for the NFL (reported at under 5% of time). The firm does not run wrap or proprietary funds, reported receiving platform software and support from its custodian, and does not accept custody of client assets other than limited fee‑debit authority.

To learn more about the advisors currently working at Trilogy Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Marvin Farrar	Bay City, TX	26
Terry Farrar	Bay City, TX	33
Andrew Straub	Bay City, TX	4

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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