Trio Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$133,341,511
Clients
86
Advisors
4
across 2 offices
About
Trio Wealth Management is a fee-only, SEC-registered advisory firm that serves individual and high‑net‑worth clients with discretionary investment management and comprehensive financial planning. Its services include ongoing and project-based financial planning across areas such as retirement, estate, tax strategies, cash flow and business planning, along with portfolio management and the option to allocate assets to independent third‑party managers.
The firm’s investment approach is grounded in modern portfolio theory and emphasizes strategic asset allocation, diversification, and a blend of passive and active vehicles; fund and ETF selection is based on factors such as underlying holdings, tax efficiency, and liquidity. For certain mandates TWM delegates day‑to‑day management to Independent Managers while retaining supervisory oversight, and it has arrangements to utilize large institutional managers (including BlackRock and J.P. Morgan) for specific bond and equity strategies.
What is distinctive about Trio relative to many peers is its active offering of educational seminars and speaking engagements for groups and organizations—delivered virtually or in person and presented as general, non‑individualized education. The firm also combines flexible planning engagements (ongoing or project‑based) with a model that integrates institutional custodial platforms and third‑party managers, allowing internal oversight alongside externally managed strategies.
Client services
Expertise
Fee options
Project-based financial planning fixed fee range from $250 to $10,000; educational seminars fees range from $0 to $10,000 per seminar or $0 to $500 per participant; fees negotiable.
$0 - $1,000,000: 1.00% $1,000,001 - $4,000,000: 0.75% $4,000,001 - $7,000,000: 0.50% $7,000,001 - $10,000,000: 0.40% $10,000,001+: 0.30%
Ongoing financial planning monthly fees range from $250 to $1,000, fees negotiable.
Account minimum: $500,000 Fee-only: Initial fee between $250 and $5,000 for ongoing financial planning without investment management; monthly ongoing planning fees $250 to $1,000; project-based fixed fee from $250 to $10,000; fees negotiable.
Main office
See office774 A Walker Road
Great Falls VA 22066
Advisors at this office
3
Offices (2)
Most active in
California · Florida · North Carolina · Texas · Virginia
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.
Advisors at this firm
Kevin M
CFP®
Great Falls, VA
Trio Wealth Management, LLC
Kevin Mcloughlin is a CFP® professional with six years of industry experience, currently advising at Trio Wealth Management, LLC. His prior experience includes roles at Chain Bridge Bank, United Capital Financial Advisers, Arista Wealth Advisors, and Capital Financial Services. Trio Wealth Management is a fee-only, SEC-registered advisory firm serving individual and high-net-worth clients with discretionary investment management and comprehensive financial planning. The firm combines strategic asset allocation and a mix of passive and active investment vehicles with options to delegate management to independent third-party managers while maintaining supervisory oversight.
Lauren B
Series 65
Great Falls, VA
Trio Wealth Management, LLC
Lauren Bell is a financial advisor at Trio Wealth Management, LLC in Great Falls, VA. She holds a Series 65 designation and has been in the industry since 2022, with prior experience at HH Global and Pride Global. Lauren joined Trio Wealth Management in 2024. Trio Wealth Management serves individual and high-net-worth clients by providing discretionary investment management, financial planning, and access to unaffiliated third-party managers. The firm employs an investment approach based on asset allocation and Modern Portfolio Theory, combining passive and active strategies to align with clients’ objectives and risk tolerance.
Michelle H
CFP®, Series 65
Great Falls, VA
Trio Wealth Management, LLC
Michelle Hundley is a financial advisor at Trio Wealth Management, LLC with 10 years of industry experience. She holds the CFP® and Series 65 credentials. Prior to joining Trio in 2023, she worked at Goldman Sachs (formerly United Capital Advisors, LLC) for five years and Hemington Wealth Management for four years. Trio Wealth Management is a fee-only, SEC-registered advisory firm serving individual and high-net-worth clients with discretionary investment management and comprehensive financial planning. The firm’s investment approach combines strategic asset allocation, diversification, and a mix of passive and active vehicles, and it offers educational seminars and flexible planning engagements alongside oversight of third-party managers.
Charlotte B
Series 66
Miami, FL
Trio Wealth Management, LLC
Charlotte Bell is a financial advisor at Trio Wealth Management, LLC with two years of industry experience. She holds a Series 66 designation and has prior experience at JPMorgan Chase Bank, JPMorgan Securities, Goldman Sachs, and Bluespring Wealth Partners. Bell has also worked at George Washington University and briefly operated STM Tennis LLC. Trio Wealth Management is a fee-only, SEC-registered advisory firm serving individual and high-net-worth clients with discretionary investment management and comprehensive financial planning. The firm employs a modern portfolio theory approach that combines passive and active investment vehicles, offers flexible planning engagements, and provides educational seminars and speaking events.
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