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Triunity Financial Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$106,477
Clients
2
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
2
Very LowAverage account size
$53,239
About
Triunity Financial Planning, LLC provides financial planning and discretionary portfolio management to individual clients and offers contractual bookkeeping and financial reporting services for small businesses and nonprofit organizations. Financial planning is offered either as a one‑time project or as an ongoing subscription engagement.
The firm implements passive, long‑term, asset‑allocation strategies grounded in Modern Portfolio Theory, typically using ETFs, mutual funds, stocks, and bonds and managing accounts on a discretionary, buy‑and‑hold basis. Planning clients receive written plans and, for subscription clients, quarterly follow‑ups and an annual comprehensive review to update goals and implementation.
Notably, the firm periodically conducts educational seminars and speaking engagements that are explicitly informational rather than sales‑oriented, a practice that is uncommon among peer independent advisers. The practice operates at a very small scale (about $106,477 in discretionary assets and two clients) and the principal also provides bookkeeping services for a nonprofit and manages rental property interests outside the advisory business.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Fee options
Fixed fees for Project-Based Financial Planning based on estimated hours at $250/hour; Monthly fixed fees for Subscription-Based Financial Planning based on estimated hours at $250/hour, fees may be waived if client has Portfolio Management Services with at least $250,000 AUM
$0 - $250,000: 1.00% annually $250,000 - $750,000: 0.80% annually $750,000 - $1,500,000: 0.75% annually $1,500,000+: 0.60% annually
$250 per hour for Project-Based Financial Planning and Bookkeeping/Financial Reporting Services
Monthly fixed fees for Subscription-Based Financial Planning; fees may be waived for clients with Portfolio Management Services and $250,000+ AUM
Minimum fee: $2,500 minimum annual fee for Portfolio Management Services Fee-only: Fee-only firm; no commissions or sales-based compensation received
Main office location
Triunity Financial Planning, LLC
Edmond OK, United States
Number of offices
1
Most active in
Triunity Financial Planning, LLC has reported serving >5 clients in these states in the last 12 months.
Oklahoma · 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 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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