SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Triune Financial Partners, LLC
Overland Park, KS
CRD 152277
Firm filing updated March 27, 2026 ·
- $1.5BAssets
- 11Advisory staff
- 2,584Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals419
- High net worth individuals351
- Pension and profit sharing plans128
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 419 | $183.2 million |
| High net worth individuals | 351 | $1.0 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 128 | $283.6 million |
| Charitable organizations | Fewer than 5 clients | $542,772 |
| Corporations or other businesses not listed above | Fewer than 5 clients | $6.6 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 8 services
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other: "PRO BONO BUDGET/CASH FLOW/FINANCIAL PLANNING SERVICES"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other: "PRO BONO BUDGET/CASH FLOW/FINANCIAL PLANNING SERVICES"
Assets and accounts
- Regulatory assets$1.5 billion
- Accounts2,584
- Discretionary$1.2 billion · 2,456 accounts
- Non-discretionary$283.6 million · 128 accounts
People
- Employees24
- Advisory staff11
- Broker-dealer reps0
- Licensed insurance agents9
- Planning clients835
Advisors
14 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 152277, SEC file 801-70960.
- Registered with the SEC as an investment advisor (status date on record: January 8, 2010).
Is Triune Financial Partners, LLC a fiduciary?
Short answer: Triune Financial Partners, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
9 staff are licensed insurance agents and the firm is itself an insurance broker or agent.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.