Trinity Wealth Solutions LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$53,093,327
Total clients
109
14% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
109
Average account size
$487,095
About
Trinity Wealth Solutions is a small, state-registered independent advisory firm that serves individuals (including high-net-worth clients), families, trusts, estates and retirement-plan participants, managing roughly $53 million for about 100 clients. It offers wealth management, retirement and estate planning, comprehensive financial planning, and income tax planning and preparation as distinct services.
The firm implements client portfolios primarily through AssetMark Trust Co. TAMP-managed strategies and, where appropriate, retail brokerage at Charles Schwab, and uses Riskalyze to assess risk tolerance and E-Money for financial planning work. Investment management combines a long‑term strategic orientation with tactical asset-allocation models driven by the firm’s proprietary Six Factor Accumulation Model, with the adviser retaining discretion to reallocate positions as market conditions dictate.
A notable feature is that the firm’s owner is a Certified Public Accountant and provides tax preparation and planning through affiliated tax-service entities under common ownership, a relationship the brochure discloses and treats as separate from advisory services. The brochure also discloses the firm’s economic incentive considerations around IRA rollovers and describes a hybrid implementation approach (TAMP-managed strategies plus direct use of ETFs, low‑cost mutual funds, alternative strategies and individual securities) that distinguishes its operating model from many peers.
Client services
Financial planning
Portfolio management
Expertise
Income planning
Retirement income strategy
General retirement planning
Wealth management
General tax planning
Occupation focus
Founder/Business Owner
Retired
Fee options
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.
Main office location
Trinity Wealth Solutions LLC
38800 Van Dyke Ave., 800
Sterling Heights MI 48312, United States
Number of offices
2
Most active in
Trinity Wealth Solutions LLC has reported serving >5 clients in these states in the last 12 months.
Michigan · Texas
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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