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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Triune Financial Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Triune Financial Partners charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Triune Financial Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Triune Financial Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Triune Financial Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Triune Financial Partners?","answer":"Triune Financial Partners’ direct owner is Jefferey Jaworski (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Triune Financial Partners get paid?","answer":"Triune Financial Partners is paid through a percentage of assets under management, hourly charges and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}