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
- Bill Few Associates, Inc.Sewickley$200-$300/hr, $500-$5,000
- Fragasso Financial AdvisorsSewickley$50,000
- JMS Capital Group Wealth Services, LLCSewickley$500-$5,000
- Reliance Financial AdvisorsSewickley$250/hr
- Sewickley Financial LLCSewickley$200/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.