Tricord Advisors, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500

“Financial planning services are generally provided for a flat fee of $2,500, payable at the time of engagement.”

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

How Tricord Advisors, Inc. bills

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

• “Advisory fees are calculated as a percentage of assets under management and are charged quarterly in advance based on the value of the account at the beginning of the billing period.”
• “Advisory fees are negotiable on a client-by-client basis and may vary based on factors such as the size of the account, the complexity of the client’s financial circumstances, related accounts, and the scope of services provided.”
• “TriCord Advisors, Inc. may charge separate fees for bill-paying or administrative services, which may be billed on an hourly or fixed-fee basis, as disclosed in the applicable client agreement.”

How Tricord Advisors, Inc.’s fees compare

• Its flat or project fee of $2,500 is below the California median of $5,000. 23% of the 796 other California planners that publish a flat or project fee charge less.

About Tricord Advisors, Inc.

• Firm size: 5 employees.
• Registered as an adviser: 2018 (8 years).

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

Clients

530

Employees

5

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$431,532,037

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

155749

Website

tricordadvisors.com (opens in new tab)

Phone

(951) 684-7011

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