Trinity Legacy Partners, LLC

Trinity Legacy Partners, LLC is a fee-only investment management and financial planning firm founded in 2011, registered with the SEC, and acting as a fiduciary. The firm specializes in providing investment supervisory services, financial planning, and consulting, managing approximately $460 million in assets as of December 31, 2024. Clients have discretion over their investments, which may include equities, mutual funds, and government securities. The firm does not charge performance fees but may recommend public offerings. Trinity Legacy Partners does not have custody of client assets and uses Charles Schwab as a qualified custodian. They have a detailed Business Continuity Plan and Information Security Program in place. The firm's Privacy Policy ensures the protection of client information. Clients receive quarterly account reviews and annual reports, and the firm does not vote proxies on behalf of clients. Trinity Legacy Partners has no legal or disciplinary events related to past or present investment clients. They have a referral arrangement with My Financial Coach and do not require a minimum account size.