Trasatti Wealth Planning, LLC fees and pricing
Financial planner in Baltimore, Maryland. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Trasatti Wealth Planning, LLC charges a flat or project fee of $10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $10,000
“The standard fixed fee for a comprehensive financial plan is $10,000 (Ten Thousand Dollars) and is generally for a six (6) month term.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Trasatti Wealth Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The client may choose to have this fee billed on a monthly or quarterly basis in arrears.”
- “This fee includes ongoing financial planning services and is generally billed monthly based upon services performed.”
- “This fee includes ongoing financial planning services and is generally billed monthly in arrears.”
How Trasatti Wealth Planning, LLC’s fees compare
- Its flat or project fee of $10,000 is above the Maryland median of $4,335. 92% of the 133 other Maryland planners that publish a flat or project fee charge less.
- 12 of the 12 other planners in Baltimore that publish a flat or project fee charge less.
About Trasatti Wealth Planning, LLC
“For clients who are looking for a more comprehensive wealth planning approach, Adviser offers professional investment management services in addition to its financial planning services.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2006 (20 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Cash flow and budgeting
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
- 1.2% a year
- Clients
- 59
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $72,307,073
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 139668
- Phone
- (410) 244-6222
Other planners in Baltimore that publish fees
- Aerie Capital ManagementBaltimore$250/hr, $1,000-$2,500
- Buttonwood Financial Advisors, Inc.Baltimore$500
- Charles Street Asset Management, Inc.Baltimore$200-$300/hr, $1,000-$10,000
- Docempowered, LLCBaltimore$600/hr, $600-$1,000/mo
- Equatorial Advisors, LLCBaltimore$150-$500
- Foundry Wealth Advisors, LLCBaltimore$250/hr, $2,000-$10,000
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.