Trilogy Financial Solutions
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,603,098
Total clients
13
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
13
Average account size
$123,315
About
Trilogy Financial Solutions provides investment advice and portfolio management with a focus on retirement planning, primarily implemented through Individual Retirement Accounts, and offers separate debt counseling and financial coaching programs. Services are tailored through a discovery process to develop individualized plans that reflect clients’ goals and time horizons.
The firm follows a long-term, buy-and-hold approach implemented mainly with mutual funds and ETFs, aiming for diversification across large-, mid-, and small-cap U.S. equities with a material allocation to international equities and a portion in fixed-income securities for short-term needs. Trading is generally executed on a regular monthly cadence rather than through market timing, and the advisor operates with discretionary authority subject to each client’s investment policy statement.
Operationally, the firm relies on a custodial and trading relationship with Altruist for custody, execution, and back-office support and uses research tools made available through that arrangement; it typically manages each client account separately and does not aggregate trades or vote client proxies. The brochure also discloses that the firm’s principal maintains substantial outside professional commitments, including full-time employment with a state agency and an environmental training business, which may occupy significant hours and overlap securities trading times.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Debt management
Fee options
$449 flat fee for a 3-month debt counseling/coaching program
$0 - $150,000: 1.5% >$150,000 - $750,000: 1.3% >$750,000+: 1.0%
$125 per hour for debt counseling and financial coaching
Account minimum: $5,000 Minimum fee: $15 per calendar quarter for accounts under $7,500
Main office location
Trilogy Financial Solutions
Oklahoma City OK, United States
Number of offices
1
Most active in
Trilogy Financial Solutions has reported serving >5 clients in these states in the last 12 months.
Oklahoma
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
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