Triflame Capital fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“- 4- HOURLY FEES Financial Planning Services are offered based on an hourly fee of $250 per hour.”

Flat or project fee

$2,000⁠-⁠$5,000

“Services are offered based on a flat fee between $2,000 and $5,000.”

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

How Triflame Capital bills

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

• “Fees are billed monthly in arrears based on an average daily balance of the account for the previous month.”
• “If cash and/or securities are deposited into or withdrawn from an existing account mid-billing period, a prorated fee will be charged for that portion of the account.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”

How Triflame Capital’s fees compare

• Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
• 2 of the 10 other planners in Roseville that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$5,000 is below the California median of $5,000. 39% of the 796 other California planners that publish a flat or project fee charge less.
• 1 of the 6 other planners in Roseville that publish a flat or project fee charge less.

About Triflame Capital

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and ChFC®.
• 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

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Clients

70

Employees

1

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$27,584,071

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

332465

Website

triflamecapital.com (opens in new tab)

Phone

(530) 813-8300

Other planners in Roseville that publish fees

• Arcpoint Financial AdvisorsRoseville$400/hr, $500⁠-⁠$10,000
• Bulman Wealth GroupRoseville$300
• Frederick, Mark D.Roseville$300/hr, $750⁠-⁠$15,000
• Hansen & Associates Financial Group Inc.Roseville$250/hr, $750⁠-⁠$10,000
• Olivehurst Advisors LLCRoseville$300/hr
• Process Wealth LLCRoseville$200/hr

Compare all 16 planners in Roseville