PlannerFees

Tilly, Inc. fees and pricing

Financial planner in Raleigh, North Carolina. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 31, 2026, Tilly, Inc. charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“Subsequent meetings that take place within one year of the first meeting are at our hourly rate, currently $250.”

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

How Tilly, Inc. bills

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

  • “Fees are negotiable and subject to the sole discretion of Tilly.”
  • “The client may agree to have AdvicePay also meet up to once per quarter with their advisor automatically debit their fees from their bank if needs arise. checking account.”
  • “The client may also elect to As part of the fees charged to Client for a maintenance agreement, Tilly has instituted the following schedule: send Tilly a check.”

How Tilly, Inc.’s fees compare

  • Its hourly rate of $250 is below the North Carolina median of $300. 22% of the 177 other North Carolina planners that publish an hourly rate charge less.
  • 3 of the 23 other planners in Raleigh that publish an hourly rate charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Tilly, Inc.

“Tilly provides virtual comprehensive investment If applicable, client will have access to RightCapital advice and planning on a flat-fee basis.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 2 employees.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees
Charges a % of assets
No
Employees
2
Services reported to regulators
Financial planning
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
300631
Website
asktilly.com (opens in new tab)
Phone
(919) 630-1992

Can advise clients in 2 states: North Carolina, Ohio

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Is something on this page wrong or out of date?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.