Trifecta Capital Advisors, LLC fees and pricing
Financial planner in Northbrook, Illinois. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 26, 2026, Trifecta Capital Advisors, LLC charges a flat or project fee of $20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $20,000
“Our Firm provides consulting services based on a fixed fee arrangement, not to exceed $20,000 based on the scope and complexity of the services being provided.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Trifecta Capital Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The management fee will be pro-rated to the date of termination, for the month in which the cancellation notice was given and any earned fee will be billed to you by our Firm.”
How Trifecta Capital Advisors, LLC’s fees compare
- Its flat or project fee of $20,000 is above the Illinois median of $4,500. 94% of the 175 other Illinois planners that publish a flat or project fee charge less.
- 4 of the 4 other planners in Northbrook that publish a flat or project fee charge less.
About Trifecta Capital Advisors, LLC
- Firm size: 3 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2022 (4 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 151
- Employees
- 3
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $927,416,394
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 317391
- Phone
- (847) 495-2464
Can advise clients in 10 states: California, Colorado, Florida, Illinois, Louisiana, Michigan, New York, South Carolina, Texas, Wisconsin
Other planners in Northbrook that publish fees
- Arthur M. Cohen & Associates LLCNorthbrook$200-$400/hr
- Dogwood Investment AdvisorsNorthbrook$250/hr
- Hokin Investment Advisors Inc.Northbrook$450/qtr
- K&h Wealth PartnersNorthbrook$2,500-$10,000
- Kollar Wealth Advisors, LLCNorthbrook$200/hr, $500
- Mendel Money Management IncNorthbrook$250-$500/hr, $1,500-$3,000
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.