Triagen Wealth Management LLC fees and pricing

Financial planner in Calabasas, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 3, 2026, Triagen Wealth Management LLC charges an annual fee of $3,600 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee: $3,600/yr; “For clients who engage us for Financial Planning Services only, we typically impose a minimum fee of $3600 per year, billed monthly.”

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

“Since short sales can only be undertaken in margin accounts, the interest payable on short trades can be substantial, especially if short positions are kept open over an extended period.”
“The hard-toborrow rate can fluctuate substantially on a daily basis; therefore, the exact dollar amount of the fee may not be known in advance, and may be substantial.”

Its annual fee of $3,600 is below the California median of $6,250. 28% of the 224 other California planners that publish an annual fee charge less.

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Minimum: $3,600 minimum fee (stated in brochure)
Clients: 347
Employees: 5
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, pension consulting, and other services
Assets managed: $535,202,455
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 308457
Website: facebook.com/triagenwealth (opens in new tab)
Phone: (818) 732-8553

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