Trebuchet Consulting, LLC fees and pricing
Financial planner in Pittsburgh, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 17, 2026, Trebuchet Consulting, LLC charges an annual fee of $2,500-$50,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $2,500-$50,000/yr
“Fees generally range from $2,500 to $50,000 annually.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Trebuchet Consulting, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are paid in advance or arrears as indicated by the advisory contract.”
- “Clients are billed in advance on a quarterly basis and fees can be pro-rated.”
How Trebuchet Consulting, LLC’s fees compare
- Its annual fee of $2,500-$50,000 spans the Pennsylvania median of $6,000. 88% of the 74 other Pennsylvania planners that publish an annual fee charge less.
- 6 of the 7 other planners in Pittsburgh that publish an annual fee charge less.
About Trebuchet Consulting, LLC
- Firm size: 7 employees.
- Registered as an adviser: 2013 (13 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
- 1% a year
- Clients
- 410
- Employees
- 7
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $1,080,372,470
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 166645
- Phone
- (412) 388-0715
Can advise clients in 20 states: California, Florida, Georgia, Kentucky, Louisiana, Massachusetts, Maryland, North Carolina, Nebraska, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, Wisconsin
Other planners in Pittsburgh that publish fees
- 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
- A. Neff Associates LLCPittsburgh$150/hr
- Allegheny Financial GroupPittsburgh$500/hr
- Allegheny InvestmentsPittsburgh$500/hr
- Centerview Wealth Advisors, LLCPittsburgh$100-$300/hr, $500-$30,000
- DS Wealth Advisors, Inc.Pittsburgh$100-$150/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.