Trinity Legacy Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$501,711,280
Clients
356
Advisors
6
of 7 employees
About
Trinity Legacy Partners is a fee‑only, SEC‑registered advisory firm that manages roughly $521 million in client assets and serves individuals, high‑net‑worth clients, trusts, estates, corporations and charitable organizations. The firm provides discretionary asset management, financial planning and retirement‑plan consulting, and may act as a fiduciary for ERISA‑covered plans.
Portfolios are managed with discretionary authority and may include a broad set of instruments — equities, mutual funds and ETFs as well as options, futures, derivatives and private placements — with periodic rebalancing and quarterly reviews to align holdings with documented client objectives. The firm recommends Charles Schwab for custody and also uses a third‑party order management platform for certain brokerage and defined‑contribution accounts.
A distinguishing feature is that Trinity Legacy operates a private pooled vehicle, Trinity Legacy Dynamic Options Fund I, LP, managed through a wholly owned general partner (Trinity Legacy Alternative Strategies, LLC), offering an options‑focused alternative strategy to accredited and qualified investors. The brochure notes that some advisory clients may invest in the Fund and describes formal policies — including a Code of Ethics, trade allocation and block‑trading procedures and personal‑trading reviews — intended to address conflicts that can arise from affiliated private‑fund activities.
Client services
Expertise
Occupation focus
Fee options
Financial Plan fees range from $2,500 to $5,000 fixed fee; Financial Review $1,000 fixed fee.
$0 - $499,999: 1.50% $500,000 - $1,000,000: 1.25% $1,000,001 - $4,000,000: 1.00% $4,000,001 - $10,000,000: 0.75% Over $10,000,000+: 0.60%
$250/hour, negotiable for consulting and financial planning services.
No performance fees for discretionary clients; however, Trinity Legacy Dynamic Options Fund I, LP charges 10% performance allocation fee to qualified investors.
Minimum fee: Investment Consulting Services Fee has a minimum fee of $500.00. Fee-only: The firm is a fee-only investment management and financial planning firm; does not receive commissions.
Main office
24 Greenway Plaza, Suite 546
Houston TX 77046
Advisors at this office
6
Most active in
Florida · Georgia · Indiana · Texas
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.
Quick links
Advisors at this firm
Campbell G
Series 65
Houston, TX
Trinity Legacy Partners, LLC
Campbell Gibson is a financial advisor at Trinity Legacy Partners, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at the University of Houston, Rice University, and Glendmond College. Trinity Legacy Partners is a fee-only, SEC-registered investment adviser serving individuals, trusts, estates, corporations, and charitable organizations. The firm provides discretionary portfolio management, financial planning, and investment consulting, utilizing a documented Investment Objective Statement and periodic reviews to guide its fiduciary services.
Anthony G
Series 66
Houston, TX
Trinity Legacy Partners, LLC
Anthony Garcia is a financial advisor at Trinity Legacy Partners, LLC in Houston, TX, holding a Series 66 designation with 16 years of industry experience. He has been with Trinity Legacy Partners since 2012 and is an indirect owner of Trinity Legacy Alternative Strategies, LLC, a subsidiary involved in managing a private pooled investment vehicle. Trinity Legacy Partners is a fee-only, SEC-registered investment adviser serving individuals, trusts, estates, corporations, and charitable organizations. The firm provides discretionary portfolio management, financial planning, and investment consulting, including management of a private options-based fund offered to accredited clients.
John W
Series 63, Series 65, Series 66
Houston, TX
Trinity Legacy Partners, LLC
John Wilkinson is a financial advisor at Trinity Legacy Partners, LLC in Houston, TX, holding Series 63, 65, and 66 licenses with 18 years of industry experience. He has been with Trinity Legacy Partners since 2011. Outside of his advisory work, Wilkinson serves as an official scorer for Houston Astros baseball games and an official statistician for Houston Rockets basketball games, and he is involved with several University of Houston advisory boards and the Christus Foundation Advisory Board. Trinity Legacy Partners is a fee-only, SEC-registered investment adviser serving individuals, trusts, estates, corporations, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and investment consulting across a broad range of securities and sponsors a private options-based investment fund for accredited clients.
Larry B
CFP®, Series 63, Series 66
Houston, TX
Trinity Legacy Partners, LLC
Larry Bell is a CFP® professional with 22 years of industry experience, currently serving at Trinity Legacy Partners, LLC since 2014. He is the managing member of Lifetree Financial, LLC, a company focused on publishing educational materials on financial stewardship, where he engages in writing, publishing, consulting, and public speaking. Additionally, he holds a volunteer board position with Clear Creek Counseling, a nonprofit organization. Trinity Legacy Partners is a fee-only, SEC-registered investment adviser that offers discretionary portfolio management, financial planning, and investment consulting to individuals, trusts, estates, corporations, and charitable organizations. The firm manages diverse securities and sponsors a private pooled investment vehicle employing an options-based strategy for accredited clients.
John H
Series 65
Houston, TX
Trinity Legacy Partners, LLC
John Hunter is a Series 65-licensed financial advisor at Trinity Legacy Partners, LLC in Houston, TX, with seven years of industry experience. Before joining Trinity Legacy Partners in 2018, he worked at Oliver Wyman from 2013 to 2017. He is also the owner of Trinity Legacy Alternative Strategies, LLC, a subsidiary that serves as the general partner for Trinity Legacy Dynamic Options Fund I, LP, an options-based private investment fund. Trinity Legacy Partners is a fee-only, SEC-registered investment adviser that provides discretionary portfolio management, financial planning, and investment consulting to individuals, trusts, estates, corporations, and charitable organizations. The firm manages a wide range of securities and sponsors a private pooled investment vehicle with an options-focused strategy offered to accredited and qualified clients.
Alison M
CFP®, Series 65
Houston, TX
Trinity Legacy Partners, LLC
Alison Mills is a CFP® professional with six years of industry experience, currently serving at Trinity Legacy Partners, LLC in Houston, TX. Her career includes roles at Trinity Legacy Partners since 2018, as well as positions at the University of Houston Bauer College of Business and Bank of Texas. Trinity Legacy Partners is a fee-only, SEC-registered investment adviser offering discretionary portfolio management, financial planning, and consulting services to individuals, trusts, estates, corporations, and charitable organizations. The firm employs a documented Investment Objective Statement for each client and sponsors a private pooled investment vehicle focusing on an options-based, low-correlation strategy for accredited investors.
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