T

Trinity Neches

Updated today
Find your advisor

Client assets under management

$104,356,363

More info

Clients

70

49% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

35

Low

Average account size

$1,490,805

About

Trinity Neches provides discretionary private wealth management, financial planning, and corporate retirement plan advisory services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, and business entities. The firm offers ongoing portfolio management, written financial plans, and 401(k) plan services tailored to client objectives.

The firm describes an investment process that blends fundamental, technical, and cyclical analysis and may employ a wide range of instruments, from listed equities and fixed income to derivatives and private placements. Portfolios are customized through client dialogue, managed on a discretionary basis, monitored with software alerts, and can include concentrated positions or significant cash allocations when aligned with client goals and risk tolerance.

The brochure discloses that an advisory representative has an affirmative disclosure on their Form U4 and directs readers to the SEC adviserinfo site for details, a disclosure event the firm highlights while reporting no material firm‑level disciplinary history. Trinity Neches also notes several operational distinctions — a formal succession arrangement with an external partner, a client‑satisfaction refund policy that requires an in‑person meeting, and explicit fee/minimum flexibility and concessions for veterans and active military.

Client services

Financial planning Portfolio management

Expertise

Retirement income strategy Business exit / sale strategy Cash flow / budgeting

Occupation focus

Founder/Business Owner Retired

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Find your advisor

Fee options

Fixed

Financial Planning Fees start at $5,000 and are adjusted based on type and complexity

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.50% $5,000,001 - >$5M: 0.25%

Project-based

Financial Planning: $300/hour for prorated work if client terminates early

Other

Account minimum: $250,000 Minimum fee: Corporate Retirement Plan Services: Minimum Annual Fee $5,000.00

Main office location

Trinity Neches

Sugar Land TX, United States

Number of offices

1

Most active in

More info

Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

713-248-8129

Advisors at this firm

Scroll left Scroll right
user avatar

John L

Series 63, Series 65

Shepherd, TX

Trinity Neches

John Lovett is a financial advisor at Trinity Neches with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Trinity Neches since 2016, following three years at Ascension Capital Advisors, Inc. He serves as an Investment Committee Member for the Masonic Home & School of Texas and is a trustee of Lovett Cemetery in Shepherd, TX. Trinity Neches advises individuals, including high-net-worth clients, as well as trusts, estates, and business entities, offering discretionary private wealth management, financial planning, and corporate retirement plan services. The firm builds individualized, long-term investment plans and manages accounts using fundamental, technical, and cyclical analysis across a broad range of instruments.

Retirement income strategy Business exit / sale strategy Cash flow / budgeting Founder/Business Owner Retired
user avatar

Milton T

CFP®, Series 63, Series 65

Sugar Land, TX

Trinity Neches

Milton Thiel is a CFP® with 22 years of industry experience, currently serving as an advisor at Trinity Neches since 2016. He is a member of the Board of Directors for both the Fort Bend County Toll Road Authority and the Fort Bend Grand Parkway Toll Road Authority. Trinity Neches advises individuals, including high-net-worth clients, as well as trusts, estates, and business entities, offering discretionary private wealth management, financial planning, and corporate retirement plan services. The firm builds individualized, long-term investment plans and manages accounts using a combination of fundamental, technical, and cyclical analysis across a diverse range of instruments.

Retirement income strategy Business exit / sale strategy Cash flow / budgeting Founder/Business Owner Retired
Warmer team member

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.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")