Traina Investment Advisory fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Quarterly Fee = $250 Hourly Rate * Number of Hours Spent by TIA).”

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

How Traina Investment Advisory bills

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

• “Specifically, TIA charges clients a management fee of up to $250 per hour, collected quarterly in advance.”
• “In the limited event that TIA bills the client directly, payment in full is expected upon receiving the invoice.”
• “Ad hoc financial planning fees are payable upon delivery of the plan or the requested updates.”

How Traina Investment Advisory’s fees compare

• Its hourly rate of $250 matches the South Carolina median of $250. 36% of the 69 other South Carolina planners 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 Traina Investment Advisory

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Tax planning
• College planning

Firm details from Form ADV

How the firm is paid

Hourly fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

338943

Phone

(202) 999-9348

Other planners in Hilton Head Island that publish fees

• Hilton Head Capital Partners, LLCHilton Head Island$250/hr
• Women's Worth AdvisorsHilton Head Island$3,000, $500/qtr
• 133 LegacyCampobello$10,000
• A To Z Asset Advisors, LLCAiken$250/hr, $250
• Abacus Planning Group, Inc.Columbia$8,000⁠-⁠$200,000
• Active Lifestyle Financial PlanningCharleston$1,000, $4,800⁠-⁠$30,000/yr

Compare all 4 planners in Hilton Head Island