Trella Wealth fees
Financial planner in Bowling Green, Kentucky. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 23, 2026, Trella Wealth (Bowling Green, KY) charges a flat or project fee from $500 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change.
- Flat or project fee
- From $500
Starts at $500; the Kentucky median is $2,750.
“Comprehensive Financial Plan Fixed fees for a Comprehensive Financial Plan begin at $500 and will be based on complexity and scope of the engagement.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2021 (5 years)
How Trella Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable, and we reserve the right to offer fee waivers or discounts at our sole discretion.”
- “If you have any questions or concerns about your invoice, you are urged to contact us immediately.”
- “Accounts initiated during the billing period will be charged a prorated fee based on the number of days services were provided within the period.”
About Trella Wealth
- Principal: Philip Gibbs
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Clients
- 49
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $19.2 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of February 23, 2026
- CRD number
- 315090 (opens in new tab)
- Phone
- (270) 238-8059
Other planners in Bowling Green that publish fees
- Dollars & Sense Financial FitnessBowling GreenHourly $300/hr
More planners in Kentucky that publish fees
- Kinson Wealth Group LLCLouisvilleHourly $300-$700/hr, Flat $2,400-$30,000
- Townsend Financial PlanningMount SterlingFlat $2,650
- Avant-Garde WealthSmiths GroveHourly $250/hr, Annual from $5,000/yr
- Balanced Life PlanningVilla HillsHourly $250/hr, Monthly $150-$500/mo
- Tenet Portfolio ManagementNicholasvilleHourly $200-$550/hr, Flat $2,500-$15,000
- Hannegan Wealth Management, LLCEdgewoodHourly $250/hr, Flat $500-$4,500
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.