Peter Kadra
Advisor at Trilogy Advisors
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
Trilogy Advisors
Location
Plymouth, MA
Credentials
Series 63, Series 65
Industry experience
7 years
About
Peter Kadra is the sole advisor at Trilogy Advisors, an independent firm based in Plymouth, MA. He holds Series 63 and Series 65 designations and has seven years of industry experience. Prior to founding Trilogy Advisors in 2022, he worked at Dixon Associates, Inc. and has been Vice President at Fiserv Solutions, Inc. since 2001. Trilogy Advisors provides investment advisory services to individual clients, including high-net-worth individuals, and retirement plans. The firm focuses on customized portfolio construction using low-cost mutual funds and ETFs, with an emphasis on fundamental analysis and a primarily non-discretionary management approach. It is notable for its retirement plan consulting services, including vendor analysis, participant education, and ERISA 3(21) investment oversight.
Client services
Based on Trilogy Advisors
Portfolio management
Pension consulting
Selection of other advisers
Fee options
$0 - $500,000: 1.00% $500,001 - $750,000: 0.90% $750,001 - $1,000,000: 0.85% $1,000,001 - $5,000,000: 0.75% $5,000,001+: 0.65%
Account minimum: $2,500 minimum investment advisory fee Minimum fee: Minimum investment advisory fee of $2,500 to effectively implement its investment process Fee-only: Investment advisory fees paid quarterly in arrears based on assets under management as per tiered schedule; fees may be negotiable
Location
Plymouth, MA
Most active in
Peter K has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Work history
Peter S. Kadra dba Trilogy Advisors
2022 - Present (4 years)
Dixon Associates, Inc.
2020 - 2022 (2 years)
Fiserv Solutions, Inc.
2001 - Present (25 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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
Kevin W
CFP®, Series 65, Series 66
Pembroke, MA
Full Life Financial Planning
Henry F
Series 65
Duxbury, MA
Wealth Management Planning
Kimberly Q
CFP®, Series 63, Series 65, Series 66
Halifax, MA
KSQ Financial Services LLC
Laura S
CFP®, Series 63, Series 65
Pembroke, MA
Laguna Investment Services
Laurence P
CFA®, Series 63
Plymouth, MA
Client Priority Financial Advisors LLC
Matthew G
Series 66
Plympton, MA
Odinic Advisors LLC
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")