Trisperity Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Trisperity Advisors serves individuals, trusts, estates, charitable organizations and small businesses with personalized financial planning and investment management on a fee-only basis. The boutique team of two advisors manages approximately $335 million for about 264 clients and offers ongoing advisory agreements as well as standalone financial plans, retainer arrangements and hourly engagements.
The firm generally manages client assets on a discretionary basis and implements written investment policy statements that emphasize strategic asset allocation across globally diversified portfolios organized into up to three risk “buckets.” Portfolios may include mutual funds, ETFs, individual equities, fixed income and certain option or margin strategies, and the firm aggregates household accounts for fee calculations and provides periodic written reviews and net worth reporting.
Distinctive features include a no-commission policy and an unusually high proportion of assets managed discretionary (roughly $333 million of $335 million) while maintaining no stated account minimums despite sizable overall AUM. Trisperity maintains formal business continuity and information-security programs, requires advisors to meet bachelor’s-degree and CFP-level standards, and generally leaves proxy voting to clients unless assistance is requested.
Client services
Expertise
Fee options
Financial planning fees ranging from $750 to $2,000 or more, typically $850 to $950; negotiable
$0 - $1,000,000: 0.2500% $1,000,001 - $3,000,000: 0.1875% $3,000,001+: 0.1250%
$200 to $250 per hour for limited scope engagements and follow-on implementation
Retainer agreements with annual fees negotiable based on complexity
Minimum fee: No minimum annual fee; fees negotiable and may be higher or lower than schedule Fee-only: Fee-only financial planning and investment management; no commissions or sales charges accepted
Main office
22202 Highland Knolls Drive
Katy TX 77450
Advisors at this office
2
Most active in
Texas
Also doing business as
Trisperity Advisors, LLC · Trisperity Wealth Advisory Group, LLC
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
Craig N
CFP®, Series 63, Series 66
Katy, TX
Trisperity Advisors, LLC
Craig Narum is a CFP® professional with 23 years of industry experience. He has been with Trisperity Advisors, LLC since 2007 and also serves as an adjunct consultant at Qittitut Consulting LLC, focusing on growth strategy facilitation, business process redesign, and financial modeling. Trisperity Advisors provides fee-only financial planning and investment management services to individuals, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation and global diversification, managing approximately $283.7 million across about 266 clients, primarily on a discretionary basis.
Jeffrey M
CFP®, Series 63
Katy, TX
Trisperity Advisors, LLC
Jeffrey Mcculloch is a CFP® with 12 years of industry experience, currently serving as an advisor at Trisperity Advisors, LLC since 2017. Prior to this, he worked at Ameriprise Financial Services, Inc. from 2013 to 2017. He also holds a trustee role in fiduciary activities since 2014. Trisperity Advisors provides fee-only financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation and global diversification, managing approximately $283.7 million primarily on a discretionary basis.
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