Craig Narum is a CFP-designated registered investment advisor at Trisperity Advisors, LLC, based in Katy, TX, with 23 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Athletes & Entertainers, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 266 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable. All accounts for a client household portfolio will be aggregated for the fee calculation for purposes of achieving a reduced percentage fee.
Fee Estimator
Contact
Craig Narum
Location
22202 Highland Knolls Drive, Katy, TX, 77450
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Craig is an adjunct consultant at Qittitut Consulting, LLC, focusing on growth strategy, business process redesign, and financial modeling. This non-investment related activity requires minimal time.
Employment History
Current Registrations
Trisperity Advisors, LLC
Previous Registrations
Financial Network Investment Corporation
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Craig has served on board of the Katy Area Chamber of Commerce, participated in other community organizations like the Katy Area Economic Development Council, and is a member of the national Financial Planning Association. He has volunteered locally for several years with Boy Scouts of America, Junior Achievement, Seven Lakes High band, local church, and various youth sports. Craig is a frequent contributor to the local media on money matters, including guest speaking events on financial planning topics for businesses, industry trade groups and other organizations. Craig and his wife, Denise, make their home in Katy with one daughter in Katy ISD schools and two in college.