Advisor at Trilogy Capital, Inc.
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
Trilogy Capital, Inc.
Location
Hingham, MA 02043
Credentials
Series 65
Industry experience
8 years
Based on Trilogy Capital, Inc.
Based on Trilogy Capital, Inc.
Fixed coaching fees start at $1200; Advanced Planning fees $1,200 upfront and $1,200 at delivery or waived for clients over $500k managed assets
Negotiable up to 2.00% annually
Consulting fees negotiable; coaching fees start at $1200 with payment options (e.g., 12 monthly payments of $100)
Account minimum: $5,500
25 Recreation Drive, Suite 106
Hingham, MA 02043
Massachusetts · Texas
VP of Wealth Management
2025 - Present (1 year)
LPL Financial
2017 - 2019 (2 years)
Trilogy Capital, Inc.
2017 - Present (9 years)
Trilogy Financial Services
2016 - 2025 (9 years)
National Planning Corporation
2016 - 2017 (1 year)
Arlington High School / University of Massachusetts Dartmouth
2006 - 2016 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 65
Quincy, MA
Brio Financial Planning
CFP®, CFA®, Series 63, Series 65
Braintree, MA
Dreamfield Planning Group, LLC
I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
CFA®, Series 65
Cambridge, MA
Peabody River Asset Management, LLC
Series 65
Arlington, MA
Aztec Capital LLC
CFA®, Series 63
Boston, MA
Woodland Investment Consulting LLC
CFP®
Medford, MA
Hennessy Financial Services
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