Thi, Inc. fees and pricing

Financial planner in Sewickley, Pennsylvania. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated July 24, 2026, Thi, Inc. charges a flat or project fee of $500⁠-⁠$1,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 24, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$500⁠-⁠$1,000
“The basis for compensation for such services is negotiable, but is usually a fixed fee ranging between $500 and $1,000 for an initial portfolio review, payable upon presentation of the report, and is thereafter typically based on a percentage of the value of the assets managed, if applicable.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Thi, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “The initial fee is based on the initial amount under management, prorated to the end of the current quarter.”
  • “Thereafter, fees are payable quarterly in advance at the beginning of the quarter based on the value of the managed assets as of the prior quarter end.”
  • “If the relationship is terminated, a prorated refund of management fees that have been prepaid is made based on time elapsed in the then-current quarter.”

How Thi, Inc.’s fees compare

  • Its flat or project fee of $500-$1,000 is below the Pennsylvania median of $3,650. 9% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
  • None of the 3 other planners in Sewickley that publish a flat or project fee charge less.

About Thi, Inc.

  • Principal: Michael E. Jehle
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 1998 (28 years).

Planning areas mentioned in the brochure

  • College planning
  • Business owners
  • Insurance analysis

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1.5% a year
Clients
22
Employees
1
Works with
Individuals, high net worth individuals, and charities
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed
$32,718,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
123216
Phone
(412) 749-8959

Other planners in Sewickley that publish fees

Compare all 11 planners in Sewickley

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