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Trinity Neches

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Client assets under management

$104,356,363

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Clients

70

49% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

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Clients per advisor

35

Low

Average account size

$1,490,805

About

Trinity Neches provides discretionary investment management, financial planning, and corporate retirement-plan services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, profit‑sharing plans, and business entities. The firm structures long‑term investment plans through client dialogue and delivers written financial plans and ongoing portfolio management tailored to each client’s objectives.

The firm uses a mix of fundamental, technical and cyclical analysis and may invest across a broad set of instruments—from listed equities and fixed income to derivatives and other structured products—while relying on portfolio monitoring software and periodic advisor review to trigger rebalances. For retirement accounts the brochure states Trinity Neches acts as a fiduciary under applicable ERISA/IRC rules and maintains a Code of Ethics and personal‑trading procedures designed to mitigate conflicts of interest.

Noteworthy deviations from many peers include a compliance disclosure noted in the brochure that a supervised person has an affirmative entry on a Form U4 (the brochure directs readers to that filing), and a material change indicating the firm is registering with the SEC. The brochure also documents a formal succession arrangement with an external advisor group, the availability of discounted terms for veterans and active military, and a policy of leaving proxy‑voting decisions to clients rather than voting securities on their behalf.

Client services

Financial planning Portfolio management

Expertise

Retirement income strategy Business sale tax planning College savings (529s, UTMA, etc.)

Occupation focus

Military & Veterans

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Fee options

Fixed

Financial Planning Fees start at $5,000 (fixed fee)

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.50% $5,000,001+: 0.25%

Project-based

$300 per hour for Financial Planning Services if terminated early

Other

Account minimum: $250,000 Minimum fee: Minimum annual fee of $5,000 for Corporate Retirement Plan Services

Main office location

Trinity Neches

Sugar Land TX, United States

Number of offices

1

Most active in

More info

Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Forms ADV

Form ADV Part 2: Client Brochure

Quick links

713-248-8129

Advisors at this firm

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user avatar

John L

Series 63, Series 65

Shepherd, TX

Trinity Neches

John Lovett is a financial advisor at Trinity Neches with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Trinity Neches since 2016, following three years at Ascension Capital Advisors, Inc. He serves as an Investment Committee Member for the Masonic Home & School of Texas and is a trustee of Lovett Cemetery in Shepherd, TX. Trinity Neches advises individuals, including high-net-worth clients, as well as trusts, estates, and business entities, offering discretionary private wealth management, financial planning, and corporate retirement plan services. The firm builds individualized, long-term investment plans and manages accounts using fundamental, technical, and cyclical analysis across a broad range of instruments.

Retirement income strategy Business sale tax planning College savings (529s, UTMA, etc.) Military & Veterans
user avatar

Milton T

CFP®, Series 63, Series 65

Sugar Land, TX

Trinity Neches

Milton Thiel is a CFP® with 22 years of industry experience, currently serving as an advisor at Trinity Neches since 2016. He is a member of the Board of Directors for both the Fort Bend County Toll Road Authority and the Fort Bend Grand Parkway Toll Road Authority. Trinity Neches advises individuals, including high-net-worth clients, as well as trusts, estates, and business entities, offering discretionary private wealth management, financial planning, and corporate retirement plan services. The firm builds individualized, long-term investment plans and manages accounts using a combination of fundamental, technical, and cyclical analysis across a diverse range of instruments.

Retirement income strategy Business sale tax planning College savings (529s, UTMA, etc.) Military & Veterans
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