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Trinity Planning & Consulting LLC (Brentwood)


Trinity Planning & Consulting LLC is a large advisory firm based in Brentwood. It manages $3.45 billion of regulatory assets for 3,162 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Tennessee and Texas.

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Trinity Planning & Consulting provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for approximately 1,000 clients. On top of advisory services, the firm doesn't engage in other business activities.

Trinity Planning & Consulting: assets under management

The assets under management (AUM) of Trinity Planning & Consulting LLC is $3.45 billion. The firm's AUM has grown by 2660% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $350 million in discretionary accounts and $3.1 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $112.9 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $50 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Trinity Planning & Consulting LLC for their services and products based on a percentage of assets under management, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Brentwood

The principal office where Trinity Planning & Consulting LLC performs its advisory services is located at 213 Overlook Circle, Brentwood, TN 37027, which is also the mailing address of the firm. An additional office of the firm is in Nashville, TN. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 615-376-7890 or by fax 615-661-6640. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.trinityplanning.com.


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