John
Mann
Trinity Wealth Management, LLC
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About this Advisor
John Mann is a certified financial planner operating in Berwyn, Pennsylvania who has 9 years of industry experience. Mann is currently employed by Trinity Wealth Management, LLC. Over the course of their career, they have held roles at Linsco/Private Ledger and Trinity Wealth Management, LLC. Mann has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Pennsylvania and Texas. Trinity Wealth Management, LLC is a firm based out of Berwyn, PA. It controls $204 million in assets under management among its 511 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 511 client accounts, 48% belong to high-net-worth individuals who have more than $1 million in assets. The business performs a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fees vary depending on which services the firm provides the client. However, fees charged by Trinity Wealth Management, LLC can include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Trinity Wealth Management, LLC Brokerage Details
$204,354,385
6
511
$399,911
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
John Mann Work History
John has been registered as a financial advisor for 9 years.*
Trinity Wealth Management, LLC
Trinity Wealth Management, LLC
Linsco/Private Ledger
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Mann to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Trinity Wealth Management, LLC
Berwyn, PA
Berwyn, PA
Berwyn, PA
Berwyn, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
