Fees

Trillium Valley Financial Planning, LLC offers a wide variety of personalized services to help individuals and families meet their financial objectives. Because everyone’s circumstances are unique, we have a flexible and scalable set of services that can be tailored to your individual needs.

Our goal is to create a long-standing relationship with you and to provide you with financial advice through all the stages of your life.  We also understand a client may require our services on a one-time or as-needed basis. Thus, we have a variety of packages to meet your financial needs. Any package can be customized to meet your individual needs, or we are available at an hourly fee of $200/hour.  

Financial Reviews ($3,000 and up) 

 A Financial Projectis an in-depth analysis of one or two of your specific personal finance issues. For example: Am I on track to retire? How much do I need to save for college, and how will I pay for college? Are my investment holdings in line with my needs and goals? 

Please click here for further information on a Financial Review.

Financial Project ($1,800 - $3,000)

 A Financial Project is an in-depth analysis of one or two of your specific personal finance issues. For example: Am I on track to retire? How much do I need to save for college, and how will I pay for college? Are my investment holdings in line with my needs and goals? 

Please click here for a further explanation and example of Financial Projects.

Financial Checkup ($800 -$1,800)

We look at your overall financial picture in a Financial Checkup and address your most pressing financial issues. A typical meeting lasts around 2 hours, and a summary report is provided after the meeting 

Please click here for further details about Financial Checkups

Note:

Projects and fees may vary from these examples based on individual client needs. 

The client will incur additional fees charged by mutual fund  and/or exchange traded funds, transaction fees, and other  investment-related fees. TVFP may provide estimates of these fees, but clients are encouraged to review investment  prospectuses for a complete schedule of fees from their brokerage firm.

Fees  are subject to change without notice.