Triune Financial Partners, LLC logo

Triune Financial Partners, LLC

Updated today

Client assets under management

$1,231,142,461

Clients

770

46% high-net-worth

Advisors

16

of 24 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

48

Low

Average account size

$1,598,886

About

Triune Financial Partners serves individuals (including high‑net‑worth clients), defined contribution and defined benefit retirement plans, charities, corporations, endowments and scholarship funds, offering discretionary individual portfolio management, model portfolio management, financial planning, retirement plan consulting/management and focused consulting services. The firm also provides client reporting and communications and publishes general educational materials, videos and newsletters while offering periodic educational seminars and workshops.

Its investment approach is grounded in Modern Portfolio Theory and typically favors passive, asset‑class exposure delivered through low‑cost mutual funds and ETFs — the brochure notes a particular reliance on institutional Dimensional Fund Advisors (DFA) funds — implemented with written Investment Policy Statements, annual reviews and discretionary execution for both individualized and model portfolios. Triune evaluates suitability by considering clients’ objectives, time horizon, tax considerations and allows for client‑imposed investment restrictions; it also offers retirement plan services under both ERISA 3(21) advisory and 3(38) manager roles.

What is noteworthy in the brochure are several dual‑role and publishing activities that are less common among multi‑team peers: certain firm personnel are licensed insurance agents/brokers and may receive commissions for insurance sales, an associated person is a licensed attorney who may provide legal services in a separate capacity, and the firm discloses referrals to accounting professionals. The firm also charges for authoring articles/white papers, publishes newsletters and runs paid seminars/workshops and uses model portfolios in client communications — all activities the brochure highlights and that are relatively uncommon for firms of this type.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops
Pro bono budget/cash flow/financial planning services

Expertise

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)

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Fee options

Fixed

Financial planning and consulting services may be charged on a fixed fee basis; educational seminars/workshops fees and article/white paper fees also charged as flat fees.

Percentage

$0 - $250,000: 1.50% $250,000 - $500,000: 1.25% $500,000 - $1,000,000: 1.15% $1,000,000 - $2,000,000: 0.90% $2,000,000 - $3,000,000: 0.80% $3,000,000 - $6,000,000: 0.70% $6,000,000 - $10,000,000: 0.60% $10,000,000 - $20,000,000: 0.45% $20,000,000 - $50,000,000: 0.35% $50,000,000 - $100,000,000: 0.30%

Commissions

Certain personnel may receive commissions from insurance products sold separately; not part of advisory fees.

Project-based

Financial planning fees may be charged on an hourly basis, rates typically starting at $100 per hour.

Other

Fee-only: Financial planning fees typically range from $100 to $25,000, charged hourly or fixed fee basis; consulting fees negotiated per client; educational seminars/workshops fees range from $500 to $25,000 per session; article/white paper fees range from $500 to $2,500 per article.

Main office location

Triune Financial Partners, LLC

Lighton Plaza Ii, 7400 College Blvd, Suite 300

Overland Park KS 66210, United States

Number of offices

1

Most active in

Arizona · California · Colorado · Florida · Georgia · Illinois · Indiana · Iowa · Kansas · Louisiana · Michigan · Minnesota · Missouri · Nebraska · New Hampshire · New York · North Carolina · Ohio · Oklahoma · Pennsylvania · Tennessee · Texas · Virginia · Washington

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Geoffrey H

CFP®, ChFC®, Series 63, Series 65

Overland Park, KS

Triune Financial Partners, LLC

Geoffrey Huber is a CFP® and ChFC® with 34 years of industry experience. He has been with Triune Financial Partners, LLC since 2009 and previously worked at Purshe Kaplan Sterling Investments, Inc. from 2011 to 2018. Huber is also an independent insurance agent for various companies. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients, focusing on discretionary portfolio management and financial planning. The firm employs a largely passive, asset-class investment strategy grounded in Modern Portfolio Theory and emphasizes client education and fiduciary compliance.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

John S

Series 65

Overland Park, KS

Triune Financial Partners, LLC

John Scherschligt is a Series 65-licensed financial advisor with Triune Financial Partners, LLC, based in Overland Park, KS. He has two years of industry experience and previously worked at Holy Family School of Faith and Flatco Telecommunications. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients. The firm employs a largely passive, asset-class investment approach grounded in Modern Portfolio Theory, managing accounts primarily with low-cost mutual funds and ETFs, including Dimensional Fund Advisors (DFA) funds.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Robert C

CFP®, CFA®, Series 63, Series 65

Overland Park, KS

Triune Financial Partners, LLC

Robert Crew is a CFP® and CFA® with 34 years of industry experience. He has worked at Triune Financial Partners, LLC since 2009 and previously spent seven years at Purshe Kaplan Sterling Investments, Inc. He serves on the investment committee for the Church of the Nazarene and is a co-trustee of a family member's irrevocable trust. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients. The firm employs a largely passive, asset-class investment approach grounded in Modern Portfolio Theory, managing approximately $1.3 billion in client assets across its team of 13 advisors.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Anya G

Series 66

Overland Park, KS

Triune Financial Partners, LLC

Anya Grovenburg is a financial advisor at Triune Financial Partners, LLC with nine years of industry experience. She holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments and Get Smarter Prep. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients. The firm employs a largely passive, asset-class investment approach based on Modern Portfolio Theory, managing portfolios primarily with low-cost mutual funds and ETFs under discretionary agreements.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Rece D

CFP®, Series 65

Overland Park, KS

Triune Financial Partners, LLC

Rece Dawson is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with Triune Financial Partners, LLC and previously worked at Kompass Kapital Funding and Enterprise Bank. Outside of advising, he serves as an Associate Director at Farmers and Merchants Bank and works as an independent insurance agent. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients. The firm uses a Modern Portfolio Theory-based approach focused on passive asset-class strategies primarily through low-cost mutual funds and ETFs, managing approximately $1.3 billion in client assets.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Hal W

Series 65

Lenexa, KS

Triune Financial Partners, LLC

Hal Wood is a financial advisor at Triune Financial Partners, LLC with eight years of industry experience. He holds a Series 65 designation and has been with Triune Financial Partners since 2016. In addition to his advisory role, Wood owns and operates H.F. Wood Consulting, an animal health management consulting practice that advises and teaches veterinarians and related companies. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients. The firm employs a largely passive, asset-class investment approach grounded in Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs, with discretionary portfolio management tailored to client objectives.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Blaine C

CFP®

Overland Park, KS

Triune Financial Partners, LLC

Blaine Cline is a CFP® professional with one year of experience at Triune Financial Partners, LLC. Prior to joining Triune, he worked at Buttonwood Financial Group, LLC for two years and spent eight years as a student. Triune Financial Partners serves individuals, retirement plans, charities, corporations, endowments, and scholarship funds with discretionary portfolio management, financial planning, and consulting services. The firm’s investment approach emphasizes Modern Portfolio Theory and passive asset-class exposure, primarily using low-cost mutual funds and ETFs, including institutional Dimensional Fund Advisors (DFA) funds.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Brandon B

CFP®, Series 66

Overland Park, KS

Triune Financial Partners, LLC

Brandon Blankenship is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Triune Financial Partners, LLC. His prior experience includes roles at Morgan Stanley, Bank of America, Merrill, LPL Financial, and Vectra Private Bank. Outside of advisory work, he occasionally sells collectible items through private sales. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a largely passive, asset-class investment approach grounded in Modern Portfolio Theory, with portfolios managed primarily through low-cost mutual funds and ETFs.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

J H

Series 66

Overland Park, KS

Triune Financial Partners, LLC

J Hartzler is a financial advisor with Triune Financial Partners, LLC, holding a Series 66 designation and 16 years of industry experience. He has been with Triune since 2017 and also operates a pro bono financial planning service, providing planning and budgeting assistance to individuals and families at no charge. Triune Financial Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporate clients. The firm employs a largely passive, asset-class investment approach grounded in Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs, with discretionary portfolio management guided by written Investment Policy Statements.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Bryce M

Series 65

Overland Park, KS

Triune Financial Partners, LLC

Bryce Miller is a financial advisor at Triune Financial Partners, LLC with a Series 65 designation and eight years of industry experience. Prior to joining Triune Financial Partners in 2018, he worked at Envista Credit Union from 2015 to 2018. Outside of his advisory role, he serves as a deacon and audio and visual volunteer at Redemption Hill Church and provides transaction bookkeeping assistance through Reformation, Revival and Renovations, LLC. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients, offering discretionary portfolio management, financial planning, and consulting services. The firm’s investment approach emphasizes Modern Portfolio Theory and a largely passive strategy using low-cost mutual funds and ETFs, with accounts managed according to written Investment Policy Statements and regular reviews.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Melissa F

Series 66

Overland Park, KS

Triune Financial Partners, LLC

Melissa Figeac Nanez is a financial advisor at Triune Financial Partners, LLC with 13 years of industry experience. She holds the Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients. The firm employs a largely passive, asset-class investment strategy based on Modern Portfolio Theory, managing accounts primarily through low-cost mutual funds and ETFs with discretionary oversight.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Robert S

CFP®, Series 66

Overland Park, KS

Triune Financial Partners, LLC

Robert Sparrow is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Triune Financial Partners, LLC since 2005. He previously worked at Purshe Kaplan Sterling Investments, Inc. from 2011 to 2018. Outside of his advisory role, he serves as Vice President of the College Church of the Nazarene Foundation, focusing on opportunities related to estate planning and testamentary giving. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a largely passive investment approach based on Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs, with discretionary management guided by written Investment Policy Statements.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Kyle K

CFP®, Series 63

Overland Park, KS

Triune Financial Partners, LLC

Kyle Krull is a CFP® professional with 12 years of industry experience, currently serving at Triune Financial Partners, LLC since 2016. He is also president of the Law Offices of Kyle E. Krull, P.A., which specializes in estate planning, and works as a legal editor for Blind Squirrel, Inc. Additionally, he is a certified instructor for Walk Thru the Bible live events. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients, providing portfolio management, financial planning, retirement plan consulting, and participant education. The firm’s investment approach is based on Modern Portfolio Theory, focusing on passive, asset-class strategies primarily using low-cost mutual funds and ETFs.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Justin H

CFP®, Series 65

Overland Park, KS

Triune Financial Partners, LLC

Justin Hicks is a CERTIFIED FINANCIAL PLANNER™ professional with eight years of industry experience. He has worked at Triune Financial Partners, LLC since 2019 and previously held roles at Allos Investment Advisors, Searcy Financial Services, Sprint, Northwestern Mutual, and O'Reilly Auto Parts. Outside of his advisory work, he is also an independent insurance agent for various insurance companies. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients. The firm employs a largely passive, asset-class investment strategy grounded in Modern Portfolio Theory, managing accounts on a discretionary basis with a focus on low-cost mutual funds and ETFs.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Anne W

Series 65

Overland Park, KS

Triune Financial Partners, LLC

Anne Winship is a financial advisor at Triune Financial Partners, LLC with one year of industry experience. She holds a Series 65 designation and has worked at Triune Financial Partners since 2022. Prior to her current role, her work history includes positions outside the financial industry, such as at Prospect Construction and Apprenticeship & Non-Traditional Employment for Women. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients. The firm employs a largely passive, asset-class investment approach grounded in Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs, including Dimensional Fund Advisors funds, with discretionary portfolio management tailored to client objectives.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
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