Trinity Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Trinity Financial Planning is a fee-only advisory firm that serves individuals and families, including high-net-worth clients, and provides integrated financial planning, tax planning and discretionary investment management. The firm manages roughly $102.9 million for about 60 clients and also offers shorter-scope engagements for specific projects or single-session consultations.
Investment work is grounded in a long-term, market-efficient approach that emphasizes disciplined asset allocation and typically relies on no-load mutual funds and exchange-traded funds rather than individual stock selection or market timing. Advisors evaluate each client’s tax situation, risk tolerance and goals before recommending portfolios, provide ongoing discretionary management and conduct regular account reviews and planning meetings.
Compared with many peers, the firm combines a fixed-fee component with an asset-based management component and makes limited-scope services (a “financial tune-up” and a project retainer) available for discrete client needs. Trinity maintains an institutional custody relationship with a major custodian, participates in the Alliance of Comprehensive Planners and does not vote client proxies (clients retain proxy voting responsibility), which may differ from common practices at similarly sized firms.
Client services
Expertise
Fee options
Financial Tune Up fee: $1,500 fixed fee; Project Retainer fees fixed per project agreed in advance
$0 - $2,500,000: 1.25% $2,500,000 - $5,000,000: 0.75% $5,000,000+: 0.50%
Project Retainer fees based on rates ranging from $275 to $625 per hour
Minimum fee: Wealth Management Services minimum fee: $2,500 per quarter; Investment Management Services minimum fee: $500 per quarter Fee-only: Fee-only financial advisory firm; no commissions or other compensation from third parties
Main office
6405 Century Ave #104
Middleton WI 53562
Advisors at this office
2
Most active in
Texas · Wisconsin
Also doing business as
Scherer, John Michael · Trinity Financial Planning · Trinity Financial Planning, 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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
John S
CFP®, Series 63, Series 65
Middleton, WI
Trinity Financial Planning
John Scherer is a CFP® professional with nine years of industry experience, currently serving at Trinity Financial Planning in Middleton, WI. He has been affiliated with Trinity Financial Planning since 2001. Outside of his advisory role, he is a member of Dry Dog Ranch LLC, a farming business. Trinity Financial Planning provides fee-only financial planning, tax planning, and discretionary investment management for individuals, families, trusts, and retirement plans. The firm employs a disciplined, long-term, market-efficient investment approach and offers integrated financial planning alongside ongoing portfolio management.
Nicholas M
Series 66
Middleton, WI
Trinity Financial Planning
Nicholas Moore is a financial advisor at Trinity Financial Planning with 13 years of industry experience. He holds the Series 66 designation and has previously worked at North Star Resource Group, CRI Securities, Securian Financial Services Inc, Edward Jones, and LPL Financial. Trinity Financial Planning is a fee-only firm serving individuals and families, including high-net-worth clients, offering integrated financial planning, tax planning, and discretionary investment management. The firm employs a long-term, market-efficient approach focusing on disciplined asset allocation and typically uses no-load mutual funds and ETFs.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
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.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)