Craig Stavely
Advisor at Trinity Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Trinity Wealth
Location
Aurora, CO 80016
Credentials
CFP®, ChFC®, Series 63
Industry experience
15 years
About
Craig Stavely is a financial advisor at Trinity Wealth with 15 years of industry experience. He holds the CFP® and ChFC® designations and has worked at several firms including Prudential Insurance Company of America and Envisage Financial. Since 2024, he has also served as Head of Financial Planning at Hathaway College Funding, where he assists clients with college savings strategies. Trinity Wealth Partners is a small, state-registered advisory firm serving individual clients, including high-net-worth households, with about $8.37 million in assets under management. The firm provides comprehensive financial planning and discretionary investment management, implementing tailored plans through strategic allocation model portfolios and coordinating with clients’ other professionals.
Client services
Based on Trinity Wealth
Financial planning
Portfolio management
Estate planning assistance
Expertise
Based on Trinity Wealth
College savings (529s, UTMA, etc.)
General retirement planning
Cash flow / budgeting
Fee options
1.5% annually based on average daily balance
Commissions received from insurance products sales by Craig Stavely (insurance agent)
Location
6105 S. Main St., Ste. 200
Aurora, CO 80016
Most active in
Craig S has reported serving >5 clients in these states in the last 12 months.
Colorado
Work history
Hathaway College Funding
2024 - 2025 (1 year)
Trinity Wealth Partners, LLC
2023 - Present (3 years)
Prudential Insurance Company of America
2021 - 2023 (2 years)
Pruco Securities, LLC.
2021 - 2023 (2 years)
Keep It Simple Financial Planning
2019 - 2021 (2 years)
Envisage Financial, LLC
2018 - 2021 (3 years)
Prudential Insurance Company of America
2016 - 2018 (2 years)
Pruco Securities, LLC
2016 - 2018 (2 years)
Mass Mutual Investors Services
2014 - 2016 (2 years)
MassMutual life Insurance Company
2014 - 2016 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
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