Tilia Fiduciary Partners, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$275/hr

“The client may schedule subsequent consulting appointments with TFP, request further explanations regarding the plan, and ask additional questions relating to the plan for an additional hourly fee of $275 per hour billed in increments of one-tenth (1/10th) of an hour.”

Flat or project fee

$10,000

“The minimum financial planning fee is $10,000, depending on client complexity.”

Quarterly fee

$2,500/qtr

“There is a minimum annual fee of $10,000 ($2,500 per quarter).”

Annual fee

$10,000/yr

From the same sentence as above.

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

How Tilia Fiduciary Partners, Inc. bills

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

• “Upon transition to the AUM schedule, the management fee will be billed on a pro-rata basis across all eligible accounts in the portfolio based on their respective values.”
• “Portfolio management fees are generally payable quarterly, in advance, based on the market value of the account on the third Monday of the closing month of the prior quarter.”
• “If management begins after the start of a quarter, fees will be prorated accordingly.”

How Tilia Fiduciary Partners, Inc.’s fees compare

• Its hourly rate of $275 is below the North Carolina median of $300. 45% of the 177 other North Carolina planners that publish an hourly rate charge less.
• 4 of the 7 other planners in Wilmington that publish an hourly rate charge less.
• Its flat or project fee of $10,000 is above the North Carolina median of $4,800. 77% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• 6 of the 8 other planners in Wilmington that publish a flat or project fee charge less.
• Its annual fee of $10,000 is above the North Carolina median of $6,000. 63% of the 49 other North Carolina planners that publish an annual fee charge less.
• 2 of the 2 other planners in Wilmington that publish an annual fee charge less.

About Tilia Fiduciary Partners, Inc.

• Firm size: 8 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2021 (5 years).

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

2% a year

Minimum

$1,000,000 in assets (stated in brochure)

Clients

329

Employees

8

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$403,650,829

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

157852

Website

tiliapartners.com (opens in new tab)

Phone

(910) 679-4093

Can advise clients in 9 states: California, Florida, Kentucky, North Carolina, Nebraska, New York, South Carolina, Texas, Washington

Other planners in Wilmington that publish fees

• Ascendor Wealth, LLCWilmington$2,000, $500/qtr
• Counterweight Private WealthWilmington$2,500⁠-⁠$50,000
• Dovetail Financial Group LLCWilmington$300/hr, $2,500⁠-⁠$7,500
• Live Oak Private Wealth, LLCWilmington$250⁠-⁠$500/hr, $500⁠-⁠$150,000
• Lumina Wealth Management, LLCWilmington$100⁠-⁠$250/hr, $500⁠-⁠$5,000
• Masonboro AdvisorsWilmington$250/hr

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