Triune Financial Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters, educational seminars, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 835 clients last fiscal year.
Triune Financial Partners reports 902 clients. They include 419 individual clients, 351 high-net-worth individuals, and 128 pension and profit-sharing plans. Of its assets, 81.4% ($1.24B across 2,456 accounts) are managed with discretion; $284M across 128 accounts are not. Of its clients, 1% are outside the U.S. It advised 61 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 46% | 12% |
| High-net-worth individuals | 39% | 69% |
| Pension and profit-sharing plans | 14% | 19% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 419 | $183M | 12.0% | $437K |
| High-net-worth individuals | 351 | $1.05B | 68.9% | $2.99M |
| Pension and profit-sharing plans | 128 | $284M | 18.6% | $2.22M |
| Charitable organizations | Fewer than 5 | $543K | 0.0% | $543K |
| Corporations and other businesses | Fewer than 5 | $6.55M | 0.4% | $2.18M |
| Total | 902 | $1.52B | 100% | — |
- Clients
- 419
- Regulatory AUM
- $183M
- AUM share
- 12.0%
- Avg. per client
- $437K
- Clients
- 351
- Regulatory AUM
- $1.05B
- AUM share
- 68.9%
- Avg. per client
- $2.99M
- Clients
- 128
- Regulatory AUM
- $284M
- AUM share
- 18.6%
- Avg. per client
- $2.22M
- Clients
- Fewer than 5
- Regulatory AUM
- $543K
- AUM share
- 0.0%
- Avg. per client
- $543K
- Clients
- Fewer than 5
- Regulatory AUM
- $6.55M
- AUM share
- 0.4%
- Avg. per client
- $2.18M
Total
- Clients
- 902
- Regulatory AUM
- $1.52B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 61
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 835
Triune Financial Partners charges 0.30%–1.50% a year for its Individual Portfolio and Model Portfolio Management. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning is charged hourly or as a fixed fee, typically from $100 to $25,000 depending on the arrangement.
Jefferey Jaworski owns 75% or more of Triune Financial Partners. The leadership team of Triune Financial Partners includes Chief Compliance Officer Melissa Figeac-Nanez. It has 24 employees, 11 of them in advisory roles.
Leadership
- Melissa Figeac-NanezChief Compliance Officer
- Jefferey JaworskiOwner / Managing Partner
Investment adviser representatives
16 representatives listed in the SEC register as of 9 October 2026.
- Brandon Blankenship
- Blaine Cline
- Robert Wesley Crew
- Ashley Fitzhugh Daly
- Rece Dawson
- Thomas Claude Elms
- Melissa P Figeac-Nanez
- Anya Jo Grovenburg
- J Emerson Hartzler
- Geoffrey Sean Huber
- Jefferey Robert Jaworski
- Kyle Eugene Krull
- Bryce Ian Miller
- John Henry Scherschligt
- Robert Alexander Sparrow
- Hal Frederick Wood
Staff
- 24 employees
- 11 in advisory functions
- 17 state-registered reps
- 9 insurance agents
- 5 soliciting firms
- Owns 75% or more of Triune Financial Partners, LLC
Jefferey Jaworski
Control person · since January 2021
Triune Financial Partners’ regulatory assets grew 1.8× from $832M (March 2021) to $1.52B (March 2026); clients rose from 853 to 902 and employees from 18 to 24.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $1.52B | 902 | 24 | 1 |
| March 2025 | $1.3B | 960 | 24 | 1 |
| March 2024 | $1.13B | 946 | 24 | 1 |
| August 2023 | $940M | 941 | 22 | 1 |
| March 2022 | $1.03B | 888 | 23 | 1 |
| March 2021 | $832M | 853 | 18 | 1 |
Besides its headquarters, Triune Financial Partners has 0 offices, with 1 listed address in Kansas.
Kansas · 1 listed address
- Lighton Plaza II, 7400 College BLVD, Suite 300, Overland ParkHQ
Contact and registration details
- Legal name
- Triune Financial Partners, LLC
- Headquarters
- Lighton Plaza II, 7400 College BLVD, Suite 300, Overland Park, KS 66210
- Website
- triunefp.com
- Phone
- 913-825-6100
- @triune-financial-partners-llc
- SEC file
- 801-70960
- Structure
- Kansas LLC
- Fiscal year end
- December
Triune Financial Partners uses Charles Schwab ($782M, 64%) and Fidelity ($443M, 36%) as custodians for its separately managed accounts. Triune Financial Partners does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Westlake, TX · $443M36%
- Charles SchwabCharles Schwab & Co., Inc. · Denver, CO · $782M64%
At year end, Triune Financial Partners’ separately managed accounts were mostly in funds (90%). Its reported 13F holdings for the quarter ended 30 June 2026 total $479M across 49 positions; the largest are Dimensional ETF Trust (35.0%), Dimensional ETF Trust (28.4%) and Dimensional ETF Trust (11.3%).
What the accounts hold
- Stocks8%
- Exchange-traded equities7%
- Non-exchange-traded equities1%
- Funds90%
- Registered funds89%
- Pooled vehicles1%
- Bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash3%
- Other1%
- Variable annuity1%
Reported 13F holdings
- $479M
- Reported 13F value
- 49
- Positions
- 93.0%
- In the 10 largest
- +13.9%
- Value vs. prior quarter
- Dimensional ETF Trust · US Cor Equ 2 ETF35.0%
- Dimensional ETF Trust · World EX US Core28.4%
- Dimensional ETF Trust · US Mktwide Value11.3%
- Dimensional ETF Trust · US Targeted Vlu5.4%
- Vanguard Intl Equity Index F · Allwrld EX US3.4%
- Dimensional ETF Trust · US Sustainabilty2.7%
- Dimensional ETF Trust · World Equity ETF2.6%
- Dimensional ETF Trust · Core Fixe IN ETF1.7%
- iShares TR · Russell 3000 ETF1.6%
- Dimensional ETF Trust · International1.0%
Together, the ten largest are 93.0% of reported value.
How many clients does Triune Financial Partners have?
Triune Financial Partners has 902 clients and manages $1.52 billion for them, as of March 2026. They include 419 individual clients, 351 high-net-worth individuals, and 128 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Triune Financial Partners offer?
Triune Financial Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters, educational seminars, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Triune Financial Partners charge?
Triune Financial Partners charges 0.30%–1.50% a year for its Individual Portfolio and Model Portfolio Management. The fee is billed in arrears and is negotiable.
Source: TRIUNE FINANCIAL PARTNERS, LLC ADV P2A FIRM BROCHURE 2026, filed 27 March 2026
Which custodians does Triune Financial Partners use?
Triune Financial Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Denver, CO), with $782M and Fidelity Brokerage Services LLC (Westlake, TX), with $443M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does Triune Financial Partners have?
Triune Financial Partners has 17 investment adviser representatives registered with state securities authorities, out of 24 employees, and 11 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 9 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Triune Financial Partners invest in?
At the end of its last fiscal year, Triune Financial Partners’ separately managed accounts held 89% registered funds (mutual funds, ETFs, BDCs), 7% exchange-traded equities, 3% cash and equivalents, 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds, 1% pooled vehicles (private funds and similar) and 1% other. The 1% other category is described as: Variable Annuity.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Triune Financial Partners?
Triune Financial Partners’ direct owner is Jefferey Jaworski (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Triune Financial Partners get paid?
Triune Financial Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Triune Financial Partners registered with the SEC?
Yes, Triune Financial Partners has been registered with the SEC as an investment adviser since 8 January 2010. Its CRD number is 152277 and its SEC file number is 801-70960.
Source: Form ADV Part 1A, Item 1, filed 27 March 2026; IAPD firm record
How do I contact Triune Financial Partners?
Triune Financial Partners’ main office is at Lighton Plaza II, 7400 College BLVD, Suite 300, Overland Park, KS 66210. Its phone number is 913-825-6100. Its website is triunefp.com.