Tri-Quest Investment Advisors fees and pricing
Financial planner in Fresno, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Tri-Quest Investment Advisors charges a flat or project fee of $200-$2,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $200-$2,000
“The negotiable hourly fee is up to $300/hour and is paid after the consultations. 5 Written financial plan fees range from $200 to $2,000, depending on the complexity of your financial situation.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Tri-Quest Investment Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Hourly fees are billed at the end of the month they were incurred.”
- “For written financial plans, half the fee is payable in advance, the rest upon presentation of the plan.”
- “Do we charge fees in advance? We charge only one fee in advance.”
How Tri-Quest Investment Advisors’ fees compare
- Its flat or project fee of $200-$2,000 is below the California median of $5,000. 10% of the 796 other California planners that publish a flat or project fee charge less.
- 1 of the 8 other planners in Fresno that publish a flat or project fee charge less.
About Tri-Quest Investment Advisors
“Description of advisory services we offer Tri-Quest Investment Advisors has always been a small independent firm specializing in financial planning and managing client portfolios.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2005 (21 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
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
- 2% a year
- Clients
- 97
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, newsletters and publications, and educational seminars and workshops
- Assets managed
- $22,074,027
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 135364
- Phone
- (559) 323-8300
Can advise clients in 2 states: California, Louisiana
Other planners in Fresno that publish fees
- Artizan WealthFresno$200-$500/hr, $1,500-$50,000
- Bridgewealth Advisory Group, LLCFresno$250/hr
- Coffeehouse CapitalFresno$300/hr, $1,000-$15,000
- Endurance Investment Strategies, Inc.Fresno$200/hr, $1,000-$5,000
- Lyon Restaurant AdvisoryFresno$300/hr, $1,000-$5,000
- Pathways Advisory Group, Inc.Fresno$300/hr, $1,250/qtr
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.