Trevian Financial fees and pricing

Financial planner in Superior, Colorado. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated May 15, 2026, Trevian Financial charges $150 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 15, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150/hr; “Trevian Financial offers hourly financial analysis services at a rate of $150.00 per hour.”

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

“Fees are negotiable and some fees may vary by Client for similar services.”
“Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
“For Wealth Management Services, the Advisory Contract may be terminated by either party with written notice 30 calendar days in advance.”

Its hourly rate of $150 is below the Colorado median of $300. 3% of the 231 other Colorado planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Founded: 2008 (18 years).

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
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: 342264
Phone: (720) 635-2227

Is something on this page wrong or out of date?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