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.

Name	Location	Years of experience
Larry Bell	Houston, TX	22
Anthony Garcia	Houston, TX	16
Campbell Gibson	Houston, TX	2
John Hunter	Houston, TX	7
Alison Mills	Houston, TX	7
John Wilkinson III	Houston, TX	18

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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.

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