A complete list of active advisors currently associated with Trinity Legacy Partners, LLC

Warmer can help you find a great advisor at Trinity Legacy Partners, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Trinity Legacy Partners, 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.