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A dedicated CFP®, who is available to help guide your financial decisions
Annual review with your CFP®
Quarterly emails from Tilly to monitor your Task List and net worth
Proactive ideas to improve your finances
Access to financial planning software, RightCapital
$200 per quarter ($800 per year)
Tilly: No way! Unlike many other brokers/advisors, we are only compensated by you. This is very important because it means we only look out for your best interests, which ultimately saves you investment fees and charges.
Tilly: Yes, Tilly is a Registered Investment Advisor (RIA), so we do recommend investments to our clients.
Tilly: You won’t pay us any other advisory 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. However, one of our jobs is to advise you on how to keep those fees as low as possible .
Tilly: No, we provide holistic advice while your accounts reside in a custody firm of your choosing. We can help you choose a custody firm based on their fees, platform quality, and your preferences.
Tilly: There are multiple options for contacting your advisor including phone, video conference, or email.
info@asktilly.com • 919-630-1992 • 601 St. Mary’s Street Raleigh NC 27605
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DISCLAIMER: This website is for informational purposes only and does not constitute a complete description of our investment advisory services or any past performance. This website is neither a solicitation nor an offer to sell securities or investment advisory services except where we are appropriately registered or exempt from such registration. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we and our suppliers believe to be reliable. However, we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are any indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY ‘LINKED’ WEBSITE.
Investment advisory services are offered through Tilly, Inc. (“Tilly”), an investment advisor registered with the State of North Carolina. Tilly only offers investment advisory services where it is appropriately registered or exempt from registration, after clients have entered into an investment advisory agreement confirming the terms of engagement, and have been provided a copy of the firm’s ADV Part 2A brochure document. Tilly does not accept custody of client assets. Client assets are generally held at Charles Schwab and Co., Inc., an unaffiliated company.
