Trinity Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Trinity Wealth Management is a fee-based registered investment adviser that provides discretionary portfolio management and financial planning to individuals, trusts, and retirement plans. As of the most recent filing the firm manages roughly $425 million across 94 clients and offers both comprehensive wealth management and lighter consultative engagements.
The firm’s investment process begins with a documented risk assessment and an Investment Policy Statement that establishes a top‑level allocation along an efficient‑frontier framework between equities and fixed income. Portfolios are implemented primarily with mutual funds and ETFs but may include individual stocks and bonds, separately managed accounts, managed futures, and hedging strategies on a client‑by‑client basis, with accounts monitored monthly and reviewed at least semiannually.
Notable features relative to many peers include a team mix that combines a CPA with a PFS credential and multiple CFP certificants alongside an advisor who specializes in physicians and other health‑care professionals, reflecting an emphasis on tax and specialized client needs. The brochure also discloses collaboration arrangements with advisors who operate outside insurance businesses that receive commissions credited to separate entities, and indicates the firm will negotiate cash treatment and householding of related accounts when appropriate.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.85% annually $3,000,001 - $5,000,000: 0.75% annually $5,000,001 - $10,000,000: 0.40% annually $10,000,001+: 0.20% annually
$150 per hour for one-time financial planning and/or investment advisory services.
Account minimum: $600,000 Fee-only: Consultative Services: $1,500 annual fee or 1% of assets (whichever is greater) for individuals; 0.5% of AUM for 401k plans; negotiable rates.
Main office
8040 Hosbrook Road, Suite 220
Cincinnati OH 45236
Advisors at this office
2
Most active in
Ohio
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
John D
CFP®, Series 63
Cincinnati, OH
Trinity Wealth Management LLC
John Dexter is a Certified Financial Planner™ with 16 years of industry experience. He has worked at Trinity Wealth Management LLC since 2009 and was previously with Infinity Wealth Counsel, LLC. Trinity Wealth Management is a fee-based registered investment adviser serving individuals, trusts, and retirement plans. The firm manages approximately $425 million and offers portfolio management and financial planning using an investment process based on documented risk assessments and efficient-frontier allocations, primarily employing mutual funds and ETFs.
Robert W
PFS™, Series 63
Cincinnati, OH
Trinity Wealth Management LLC
Robert Wassel Jr. is a financial advisor at Trinity Wealth Management LLC with 20 years of industry experience. He holds the PFS™ designation and Series 63 license. His prior work includes positions at Infinity Wealth Counsel, LLC, OJM Group, LLC, and Principal Financial Services. Trinity Wealth Management is a fee-based registered investment adviser serving individuals, trusts, and retirement plans. The firm uses a documented risk assessment and Investment Policy Statement to guide portfolio allocations across equities and fixed income, employing mutual funds, ETFs, and other investment vehicles tailored to client needs.
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