Trinity Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$76,298,000
Clients
125
Advisors
2
of 2 employees
About
Trinity Financial Services serves individuals (including high-net-worth and non-HNW clients), businesses, pension and profit-sharing plans, and charitable organizations, providing discretionary asset management, financial planning (one-time and ongoing), ERISA retirement-plan advisory, and retirement-product management. The firm also sells annuities and insurance and delivers educational seminars and workshops to the public.
The firm manages assets through discretionary programs and documents client objectives in written forms, using fundamental and technical analysis along with systematic rebalancing, glide-path adjustments, tax-efficient liquidity management, and drawdown controls. Trinity operates a wrap-fee program for asset management and offers direct asset management for variable annuity and variable life products, while also providing participant education and ERISA 3(21) and 3(38) plan services.
Noteworthy differences from many peers include sponsoring a wrap fee program, holding no-fee public seminars and workshops, and principals who act as licensed insurance agents and registered representatives (including activity through Mutual Securities Inc.), which leads the firm to offer commissioned products alongside fee-based advisory services; these outside-business activities and the related conflicts are disclosed in the brochure. The firm manages approximately $91.5 million for about 125 clients with a small advisory team, reflecting a relatively concentrated advisor-to-AUM ratio.
Client services
Expertise
Occupation focus
Fee options
One-time financial planning/consulting fixed fees ranging from $500 to $20,000; ongoing financial planning fixed annual fees from $500 to $20,000
Firm sells annuities, insurance, and other commissioned products through representatives, earning commissions separately
One-time financial planning/consulting hourly rate of $200/hour
Minimum fee: One-time financial planning upfront payment of $500 and remainder upon delivery; ongoing planning fees typically from $500 to $20,000 annually Fee-only: One-time financial planning/consulting hourly rate of $200/hour or fixed fee from $500 to $20,000; ongoing financial planning fixed annual fee from $500 to $20,000
Main office
43252 Woodward Ave., Ste.205
Bloomfield Hills MI 48302, United States
Offices (1)
Most active in
Florida · Michigan · Texas
Also doing business as
Applied Benefit Strategies, Inc. · Trinity Financial Services, Inc. · Trinity Wealth Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Advisors at this firm
Jeffrey G
CFP®, Series 66
Dallas, TX
Trinity Financial Services, Inc.
Jeffrey Guella is a CFP®-credentialed financial advisor with 21 years of industry experience, currently with Trinity Financial Services, Inc. in Dallas, TX. He has held roles at Mutual Securities, Inc. and Trinity Wealth Management, Inc., among others. Outside of his advisory work, he volunteers with Saint Vincent de Paul Charity and mentors young professionals through Young Catholic Professionals. Trinity Financial Services serves individuals, businesses, pension and profit-sharing plans, and charitable organizations with discretionary asset management, financial planning, and retirement-product management. The firm employs fundamental and technical analysis combined with systematic rebalancing and tax-efficient liquidity management and offers both fee-based and commissioned products, managing approximately $91.5 million for about 125 clients.
Christian G
CFP®, Series 66
Dallas, TX
Trinity Financial Services, Inc.
Christian Guella is a CFP® with eight years of industry experience, currently serving at Trinity Financial Services, Inc. He has held roles at Applied Benefit Strategies, Mutual Securities, and Mass Mutual Investors Services, among others. Guella also works as an ICU nurse at Baylor University Medical Center. Trinity Financial Services serves individuals, businesses, pension and profit-sharing plans, and charitable organizations with discretionary asset management, financial planning, and ERISA retirement-plan advisory services. The firm uses fundamental and technical analysis alongside systematic rebalancing and tax-efficient strategies, and offers both fee-based advisory and commissioned insurance products.
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