Trilogy Wealth Management, LLC

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Client assets under management

Clients

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

—

About

Trilogy Wealth Management, LLC is a newly formed registered investment adviser that offers wealth management, discretionary investment management and financial planning to individuals and high‑net‑worth clients. In its initial Form ADV filing the firm reported no assets under management and no clients.

The firm generally pursues a long‑term investment strategy while employing fundamental, technical and charting analysis to construct portfolios of mutual funds, ETFs, individual equities, bonds and options, and it may trade shorter term for rebalancing or market reasons. Trilogy Wealth typically manages accounts on a discretionary basis, uses an institutional platform for custody and trade execution, and charges percentage‑of‑AUM advisory fees.

Distinctive disclosures include that the principal is CFP‑certified, maintains insurance licensure (disclosing commissionable sales activity that consumes roughly 5% of time) and also performs statistician work for the NFL (reported at under 5% of time). The firm does not run wrap or proprietary funds, reported receiving platform software and support from its custodian, and does not accept custody of client assets other than limited fee‑debit authority.

Client services

Financial planning Portfolio management

Expertise

Active portfolio management Options & derivatives strategies

Fee options

Percentage

$0 - $100,000: 1.50% $100,001 - $1,000,000: 1.25% $1,000,001+: 1.00%

Other

Fee-only: Fees are solely based on assets under management; no commissions or other compensation from product sponsors.

Main office location

Trilogy Wealth Management, LLC

2041 Avenue F

Bay City TX 77414, United States

Number of offices

Most active in

Louisiana · Texas

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website (979) 245-0649

Advisors at this firm

Andrew S

Series 66

Bay City, TX

Trilogy Wealth Management, LLC

Andrew Straub is a financial advisor at Trilogy Wealth Management, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at United Planners Financial Services and Grace School. Outside of advising, he performs statistician work for the NFL. Trilogy Wealth Management, LLC is a registered investment adviser serving individuals and high-net-worth clients with wealth management, discretionary investment management, and financial planning. The firm employs a long-term investment strategy combined with fundamental, technical, and charting analysis to construct diversified portfolios.

Active portfolio management Options & derivatives strategies

Terry F

CFP®, Series 63, Series 65

Bay City, TX

Trilogy Wealth Management, LLC

Terry Farrar is a CFP® professional with 33 years of experience in the financial industry. He is the principal of Trilogy Wealth Management, LLC, which he joined in 2023. Farrar has held previous roles with United Planners' Financial Services of America and operated Farrar Financial Group for 30 years. Outside of financial advising, he works as a statistician for the NFL. Trilogy Wealth Management, LLC provides wealth management, discretionary investment management, and financial planning services to individuals and high-net-worth clients. The firm employs a long-term investment approach using fundamental, technical, and charting analysis to construct diversified portfolios.

Active portfolio management Options & derivatives strategies

Marvin F

CFP®, Series 63, Series 66

Bay City, TX

Trilogy Wealth Management, LLC

Marvin Farrar is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Hornor, Townsend & Kent, LLC. His prior roles include positions at Trilogy Wealth Management, Penn Mutual Insurance Company, and Ohio National Financial Services. Outside of his advisory work, he volunteers as a security team member for the Cowboy Church of Tarrant County. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight, managing a significant portion of assets on a non-discretionary basis.

Active portfolio management Options & derivatives strategies

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