# Trinity Financial Planning

Trinity Financial Planning is a RIA based in Middleton, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Middleton, United States
- **Region:** North America
- **Address:** Dallas, TX, United States
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** trinityfinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/trinity-financial-planning-llc

## Regulatory record

- **CRD number:** 115924
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/115924

## About

Trinity was founded to help individuals and business owners of all income levels improve the quality of their lives through financial security. We are a comprehensive financial planning and investment advisory firm that provides unbiased tax advice, financial tune-ups and holistic financial planning without the conflicts of interest inherent in selling investments or insurance. Our services are designed to serve those who believe strongly in minimizing their taxes and those who want to be long-term investors rather than stock traders.

## Sectors

- Real Estate
- Private Equity

## People

- Jeff Fuqua — Founder and Principal

## Questions

### What geographies does Trinity Financial Planning target for real estate investments?

Trinity concentrates its real estate activity in the Sun Belt, with confirmed positions in Texas and the southeastern United States. The portfolio spans multi-family, retail, and industrial properties. The office has not disclosed activity outside the domestic US market.

## Related profiles

- [Trinity Computer Services](https://altss.com/profile/trinity-computer-services)

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Last updated: 2026-07-06T01:24:27.442Z

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