PlannerFees

Trigsted Wealth Advisory fees and pricing

Financial planner in Tampa, Florida. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated September 28, 2026, Trigsted Wealth Advisory charges $300 an hour and a quarterly fee of $400⁠-⁠$1,100 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300/hr
“The Adviser’s standard hourly rate is generally $300 per hour; however, the applicable rate may vary based on factors including, but not limited to, the scope and complexity of services, the extent of the existing Client relationship, and the anticipated time commitment.”
Quarterly fee
$400⁠-⁠$1,100/qtr
“As a general guideline, fees for ongoing planning services may range from approximately $400 to $1,100 per quarter depending on the number of meetings and level of engagement.”

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

How Trigsted Wealth Advisory bills

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

  • “All fees are negotiable at the discretion of the Adviser based on factors including, but not limited to, the scope and complexity of services, anticipated time commitment, assets under management, and overall Client relationship.”
  • “Fees for certain services may be billed in advance or in arrears as described below.”
  • “Clients may terminate services in accordance with the Client agreement and may receive a prorated refund of any unearned fees where applicable.”

How Trigsted Wealth Advisory’s fees compare

  • Its hourly rate of $300 is above the Florida median of $288. 51% of the 372 other Florida planners that publish an hourly rate charge less.
  • 11 of the 20 other planners in Tampa that publish an hourly rate charge less.

About Trigsted Wealth Advisory

“Trigsted Wealth Advisory LLC (“the Adviser”) is a Florida-based investment advisory firm providing financial planning and investment advisory services to individuals and families.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2026.

Planning areas mentioned in the brochure

  • Retirement planning
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1.25% a year
Employees
1
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
342083
Website
trigstedwealth.com (opens in new tab)
Phone
(208) 750-6164

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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.