Tilly offers first class advice for affordable, predictable flat-rate fees.


Tilly provides fee-only advice for a low, predictable fee starting at only $200 per quarter.

Tilly: You get the services listed on How Tilly Works, which includes, but isn’t limited to, a dedicated personal financial adviser, asset custody at Schwab, trading, and much more.

Tilly: No way! Unlike many other brokers/advisers, we are only compensated by you. This is very important because we look out only for your best interests which saves you investment fees and charges.

Tilly: You won’t pay us any other fees, but, as is customary with fee-only advice, you will pay for direct fees associated with investing such as trading and mutual fund charges. But one of our jobs is to keep those fees low for you.

Tilly: No worries, we will still provide you the same holistic advice if your accounts are not with us at Tilly’s custody provider, Schwab. But we cannot trade securities on your behalf in those accounts.
Tilly: No, we do not charge for moving your assets from one account to another.

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