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:

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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Request a meeting.

Get in touch

Request a meeting.

Get in touch
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