TRIPPON WEALTH MANAGEMENT GROUP LLC
SEC RegisteredFinancial Advisor, Investment Management, Retirement Planning, Financial Planning & Family Office Solutions in Houston, Texas
About the firm
Trippon Wealth Management is an independent fee-only financial advisory firm based in Houston, Texas. The firm dedicates itself to a laser-like focus on clients' investment goals and employs Modern Portfolio Theory, an investment philosophy used by successful money managers since 1972. It offers investment management, retirement planning, financial planning, and family office solutions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, retirement planning, financial planning, and family office solutions. The firm uses a proprietary Strategic Client Consulting Process to determine the best plan for clients to reach their financial goals and objectives.
Who they serve
Highly successful clients, including elite families seeking specialized financial plans.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 230 | $61M |
| High Net Worth Individuals | 60 | $131M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 198 | $69M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Under $1,000,000 | 2.00% |
| Next $1,000,000 | 1.75% |
| Over $2,000,000 | 1.50% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. TRIPPON WEALTH MANAGEMENT GROUP LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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