FOR INDIVIDUALS

Simple and affordable.

At Tilly, we believe that financial advice should be affordable and accessible.

That’s why we are revolutionizing the way you work with an experienced financial advisor, saving our clients both money and hassle.

Tilly’s guiding principles:

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We are only paid by you

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Our fees are crystal-clear

We appreciate your tolerance for risk

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We support your financial ideas

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We don’t waste your time

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We encourage you to learn

How Tilly works

For only $800, a Tilly custom financial plan has you covered:

One-on-one meetings with your dedicated CERTIFIED FINANCIAL PLANNER to understand goals and challenges

Six “Vital Signs” tracking your financial health

Forecasts predicting how much you’ll have in retirement or savings for other goals such as college funding or second home purchase

Investment and asset allocation recommendations

Risk analysis including insurance coverage and short-term funding needs

Budgeting education

After the plan is completed, Tilly will help you stay on track*

* Provided as a separate service

Tilly’s fee-only advice starts at only $800.

Tilly: Great question! Take a look at our “Why a Plan” page for valuable insight.

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, we provide holistic advice while your accounts reside in a custody firm of your choosing. We help you choose a custody firm based on their fees, platform quality, and your preferences.

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