Trident Financial Planning
Brett Walters is a Nashville, TN fee-only financial advisor and investment manager. Trident Financial Planning specializes in financial planning, investment management, and retirement planning to help clients work towards their financial goals at all stages of life. Brett Walters is a fee-only and fiduciary financial planner.
By partnering with Brett as your trusted advisor, you gain access to a financial planner with a strong and unique academic and professional background. His advisory career began after completing college at the University of Colorado - Denver where he earned a degree, with honors, in finance. Later, he earned the Certified Financial Planner™ certification to continue to develop professionally. Brett's professional experience includes serving in the role of financial advisor within a large national firm as well as at an independent, boutique planning firm. Today, he has the pleasure to serve you as an independent advisor and founder of Trident Financial Planning, LLC.
Brett's path through life has been nontraditional and service oriented. After graduating high school, he set out for a challenge and ultimately joined the U.S. military ranks in the Navy SEAL teams. In the presence of heroes, Brett served five years, including two overseas deployments. This unparalleled experience taught him innumerable lessons. Chief among them include discipline, attention to detail, diligence, and perseverance. These are but a few qualities he shares with his clients.
Often, Brett feels like the wealthiest man in the world, but he doesn't measure this feeling by luxury or extravagance. Instead, Brett measures his abundance by something more valuable. He has a beautiful, happy family with whom spending time is his favorite activity. Together, they live in a comfortable house in the fantastic Rocky Mountain foothills. Brett's passion is improving the lives of others. He is thankful to have the pleasure of being able to do so through such a rewarding career, with just enough spare time to combine his favorite activity with snowboarding, biking, fly-fishing, and everything else Colorado has to offer.
Brett Walters's fiduciary obligation is governed by:
Serving clients in the Denver metro area and virtually all across the country, Trident Financial Planning, LLC was founded with the goal of delivering high-quality, personalized solutions tailored to your needs. Our independence means our research, recommendations, and guidance are focused on helping you achieve your goals and objectives.
We've experienced the pressures and conflicts of interest that are unavoidable under the banner of a large brokerage and recognize that's the way of the past. Trident Financial Planning works directly for you, the client, exactly the way it should be.
No commissions, sales charges, hidden fees, or sales bonuses. Our compensation does not rely on which product you buy from us. Our fee structure is transparent and straightforward, so you'll feel confident you're getting advice based on your needs, not the size of our paycheck.
Simply, we are legally obligated to place your best interests ahead of our own. It seems strange to us that others would operate otherwise because putting the client first is just good business.
You're busy doing the things you love with the people you love. For something as important and as time-intensive as making the right choice for your family's finances, having an experienced and knowledgable partner on your side can mean the difference between success and failure.
We have years of experience working with families just like yours to help guide them on the path to their accomplishments. How do you value your time? And how do you value the confidence you feel knowing your finances are being handled by a professional who personally knows your situation?
We combine cutting-edge tools and technology with old-fashioned human interaction and communication to deliver an efficient, collaborative experience.
Financial planning and investment management software has evolved to provide a highly integrated and sophisticated platform which lowers investor's costs and improves the predictability of long-term projections. All available in plain English for your convenience.
Learn Why Fiduciary Matters When Choosing a Financial Advisor:
- Financial Planning
- Retirement Planning
- Investment Management
- Business Planning
- Estate Services
- Education Planning
- Retirees and Near Retirees
- Young Families
- Entrepreneurs & Business Owners
- Medical Professionals
- Sudden Money Situations
- In-Office Meetings
- Virtual Meetings
- No-Cost Initial Consultation
- Hourly Fee
- Monthly Retainer
- % of Assets Under Management
Professional Designations & Affiliations
Brett Walters is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Brett Walters is CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Brett Walters is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Brett Walters is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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