Walter Maziarz
Advisor at Trinity Wealth Solutions LLC
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.
Advisor at Trinity Wealth Solutions LLC
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 Solutions LLC
Location
Sterling Heights, MI 48312
Credentials
Series 66
Industry experience
27 years
Walter Maziarz is a financial advisor with Trinity Wealth Solutions LLC in Bloomfield Hills, MI. He holds a Series 66 designation and has 27 years of industry experience. In addition to his advisory role, Maziarz is a CPA and owner of multiple tax service businesses. He serves on the boards of several nonprofit organizations focused on promoting Polish culture and history. Trinity Wealth Solutions LLC provides wealth management, financial and retirement planning, and income tax services to individuals, high-net-worth clients, families, trusts, estates, and retirement plan participants. The firm uses a long-term strategic investment approach guided by a proprietary model and offers discretionary and non-discretionary portfolio management primarily through AssetMark and Charles Schwab platforms.
Based on Trinity Wealth Solutions LLC
Negotiated fixed fees for financial planning and tax preparation, specified in client agreements.
$0 - $500,000: 1.00% annually $500,000 - $1,000,000: 0.80% annually $1,000,000 - $5,000,000: 0.50% annually $5,000,000 - $10,000,000: 0.30% annually $10,000,000+: Negotiable
Hourly charges for financial planning and tax preparation services, negotiated case-by-case.
Account minimum: $25,000 Fee-only: Negotiated fixed fees or hourly charges for financial planning, tax preparation, and advisory services, specified in client agreements, paid monthly or quarterly.
38800 Van Dyke Ave., 800
Sterling Heights, MI 48312
Michigan · Texas
Trinity Wealth Solutions LLC
2023 - Present (3 years)
Trinity Tax Service LLC
2014 - Present (12 years)
Maziarz Tax Service
2011 - Present (15 years)
Trinity Wealth Solutions LLC
1998 - Present (28 years)
Cetera
1998 - 2023 (25 years)
Cetera Financial Specialists LLC
1998 - 2023 (25 years)
Maziarz Tax Service LLC
1995 - Present (31 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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.
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