Triathlon Partners LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“The hourly fee for these services is $400.”

Flat or project fee

$5,000⁠-⁠$10,000

“The rate for creating client financial plans is between $5,000 - $10,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Triathlon Partners LLC bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of TPL's fees within five business days of signing the Investment Advisory Contract.”
• “The fee structure and rates are negotiable and are memorialized in the client’s advisory agreement.”

How Triathlon Partners LLC’s fees compare

• Its hourly rate of $400 is above the Connecticut median of $300. 78% of the 103 other Connecticut planners that publish an hourly rate charge less.
• Its flat or project fee of $5,000-$10,000 spans the Connecticut median of $5,125. 67% of the 78 other Connecticut planners that publish a flat or project fee charge less.

About Triathlon Partners LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

28

Employees

1

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$60,104,500

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

329350

Website

x.com/ORIGINALIRA1 (opens in new tab)

Phone

(203) 970-1063

Can advise clients in 2 states: Connecticut, New York

Other planners in Weston that publish fees

• Fleurus Investment Advisory, LLCWeston$250/hr, $5,000
• 5TH Street Advisors, LLCSouthport$400/hr, $3,000⁠-⁠$5,000
• Abundant Wealth Management LLCStamford$250⁠-⁠$350/hr, $750⁠-⁠$5,000
• Achieve Retirement & Wealth Management, LLCRidgefield$350/hr, $10,000
• Alpine Hill Advisors LLCWestport$50,000⁠-⁠$500,000/yr
• Asset Management AssociatesSouth Windsor$250/hr

Compare all 227 planners in Connecticut