John Hathaway
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
Denver, CO 80238-3135
Credentials
Series 65
Industry experience
10 years
About
John Hathaway is a financial advisor at Trinity Wealth Partners with 10 years of industry experience and holds a Series 65 designation. He has worked at several firms, including Simplicity Wealth and J.W. Cole Advisors, and is the founder of Hathaway College Funding, where he hosts educational workshops on college savings strategies. Additionally, he founded Virtual Assist, a virtual assistant agency based in Denver. Trinity Wealth Partners is a state-registered advisory firm serving individual clients, including high-net-worth households, with comprehensive financial planning and discretionary investment management. The firm uses tailored financial plans and strategic allocation model portfolios, primarily invested in mutual funds, and provides ongoing portfolio management and reviews.
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
8354 E. Northfield Blvd., Unit 3700
Denver, CO 80238-3135
Most active in
John H has reported serving >5 clients in these states in the last 12 months.
Colorado
Work history
Virtual Assist
2024 - Present (2 years)
Trinity Wealth Partners, LLC
2024 - Present (2 years)
Simplicity Wealth
2022 - 2024 (2 years)
J.W. Cole Advisors, INC.
2019 - 2022 (3 years)
Global Financial Private Capital, LLC
2017 - 2019 (2 years)
Hathaway College Funding
2017 - Present (9 years)
Hathaway Companies
2017 - Present (9 years)
Personal Capital Corporation
2016 - 2017 (1 year)
Alphastar Capital Management, LLC
2015 - 2017 (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:
-
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.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Zack G
CFP®
Denver, CO
True Riches Financial Planning
Nicholas W
CFP®, Series 63, Series 65, Series 66
Denver, CO
46 North Financial
Bart S
Series 63, Series 65
Denver, CO
Skidmore Advisory Services, Inc.
Timothy S
CFP®, Series 65
Greenwood Village, CO
Sample Financial Solutions, LLC
Derek W
CFP®, Series 63, Series 65
Broomfield, CO
Wolff Financial Advisors, LLC
Darren S
Series 66
Denver, CO
Aviator Wealth Group
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")