Triunity Financial Planning, LLC

Overview

Triunity Financial Planning, LLC is a small, individual-owned advisory firm organized as an LLC that focuses on financial planning, portfolio management for individuals and small businesses, and investor education through seminars and workshops. The firm’s reported activity emphasizes publicly traded equities and exchange-traded products as the primary building blocks of client portfolios. Fee arrangements include percentage-of-assets, hourly charges and fixed-fee engagements, suggesting a mix of ongoing advisory relationships and project-based planning work rather than a pure AUM-driven model. The firm does not identify as an active ESG investor and does not operate as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices