FOR INDIVIDUALS

Simple and affordable.

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

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

Tilly delivers all of these services, including investment advice, for a low, predictable fee:

Tilly’s fee-only advice starts at only $200 per quarter.

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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Request a meeting.

Get in touch

Request a meeting.

Get in touch
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