Triad Financial Advisors, Inc.

Triad Financial Advisors, Inc. is a fee-only financial planning and investment advisory firm established in 2014 and registered under the SEC. The firm offers fiduciary wealth management services customized to individual needs, focusing on life planning, investment management, asset allocation, and periodic monitoring of outside assets. They do not sell financial products or receive commissions, operating solely on fees for independent investment and financial planning advice. The firm's CEO, Patrick Rush, is the principal owner. As of December 31, 2022, Triad Financial Advisors managed $863,132,435 in assets under management, with services including tax planning, estate planning, retirement planning, and investment analysis. The fee structure is based on a percentage of assets under management, starting at 1.00% for the first $1,000,000 and decreasing for higher amounts. The firm charges a minimum quarterly fee of $750, which may be waived at their discretion. Clients have the option to authorize fee deductions directly from their accounts. Triad Financial Advisors primarily uses Schwab and TD Ameritrade as custodians and brokers, with services including investment research, trade execution, and custody of assets. The firm participates in programs offered by these custodians, receiving support services and benefits that assist in managing client accounts. Clients are encouraged to review their accounts regularly, with the option for more frequent reviews based on individual needs and goals. Triad Financial Advisors does not vote on client securities and does not have physical custody of client funds or securities.