A complete list of active advisors currently associated with Trimingham Financial

Warmer can help you find a great advisor at Trimingham Financial or one who fits your needs even better.

The firm provides financial planning and investment management services to individual clients. It manages roughly $1.7 million for a very small client base and typically requires $50,000 to open an investment management relationship while offering hourly financial planning engagements billed at $125 per hour. Investment approach emphasizes asset allocation over individual security selection, using both strategic and tactical allocation documented in an investment policy statement and primarily implementing portfolios with exchange-traded funds; the firm offers both discretionary and non‑discretionary management. The adviser operates as a fee-only adviser, generally recommends Interactive Brokers as the custodian, and places orders separately for each client rather than routinely aggregating trades. Noteworthy distinctions include the firm’s very small scale—one advisor serving seven clients—and the advisor’s concurrent full‑time employment at a fulfillment center outside U.S. market hours. The firm adheres to the CFA Institute Code of Ethics and discloses industry qualifications (SIE/Series 7/66 and CFA Level I) as well as a prior regulatory order in Kentucky that resulted in a $1,000 fine without further sanctions.

To learn more about the advisors currently working at Trimingham Financial, 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.