Brett Walters, CFP® Trident Financial Planning, LLC

About Brett Walters, CFP®

Brett Walters is the founding principal of Trident Financial Planning, LLC. He has worked directly with clients as a financial planner and investment manager for over 8 years and is a graduate of the University of Colorado – Denver with a degree in finance. Brett is also a Certified Financial Planner™ practitioner.

Brett’s path has been service-oriented and anything but traditional. He set out after high school for a challenge in the Navy SEAL Teams where he spent more than five years serving in the presence of heroes. This unparalleled experience instilled innumerable qualities in Brett, chief among them discipline, attention to detail, diligence, and perseverance. It is at this elite level that he continues to serve his clients.

Brett resides in Music City Nashville with his wife and son. When he’s not in the office, you can find him fishing, hunting, or planning the next trip back to Colorado.

Contact this advisor

Ideal Clients

  • Entrepreneurs
  • Established Professionals
  • Gen X
  • Parents

Ways Advisor Charges

  • Monthly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $150/mo + $499 upfront
  • AUM: 0.50% – 1.25%

 

SEC Records

States Registered

  • Colorado
  • Tennessee

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