SIMPLE AND AFFORDABLE

For Individuals

Whether you’re looking to resolve a financial concern or seeking ongoing guidance — Tilly is here.

SIMPLE AND AFFORDABLE

For Individuals

Whether you’re looking to resolve a financial concern or seeking ongoing guidance — Tilly is here.

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How it Works

Specific financial concern

Individual Meetings with a CFP®

One-hour virtual meeting with a CFP® to address your concern

First meeting: $300
Subsequent meetings: $250 each

Ongoing financial advice

Tilly Membership

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)

Learn more in our ADV Brochure – a full disclosure of Tilly’s offering.

We are happy to help or point you in the right direction

Book a free 15-minute appointment for general advice.

Tilly is revolutionizing fiduciary financial advice.

Tilly: The term “fiduciary” means an advisor who is obligated to do what is in their client’s best interest. Fiduciaries ensure there are no conflicts that might jeopardize or bias their guidance. It’s important to know that not all financial advisors are fiduciaries.

Tilly: Yes. Tilly provides a dedicated CFP® as your planner and advisor. As a Tilly client, you will also have direct access to a paraplanner, who provides quick answers to your administrative questions.

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: Clients use our secure online portal to upload their documents. Tilly Members also connect their custody account(s) to RightCapital financial planning software.

Tilly: There are multiple options for contacting your advisor including phone, video conference, or email.

Request a meeting.