Trihelix Wealth Collective fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$350/hr

“Financial planning services are charged as either a flat fee or hourly fee depending on scope of the engagement and typically range from $600 to $7,000 per plan or $150–$350 per hour. 6 Factors used to determine the fee charged include the complexity of the client’s financial situation, such as number and sources…”

Flat or project fee

$600⁠-⁠$7,000

From the same sentence as above.

Annual fee

$600⁠-⁠$900/yr

“Medical Training financial planning is a flat annual fee ranging between $600 and $900, depending upon the complexity of the client’s financial situation. 2.”

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

How Trihelix Wealth Collective bills

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

• “If advisory services begin or terminate during a month, fees are typically prorated based on the number of days the Firm provides advisory services during that month.”
• “If this Agreement is terminated in the middle of a calendar month, the Fee will be prorated for the number of days in the billing month until the effective date of termination, based on the market value of the Plan assets on the effective date of termination.”
• “For investment advisory services clients may elect to have their fees deducted from their custodial account, or clients may elect to be billed directly via credit card, ACH, or clients can receive an invoice.”

How Trihelix Wealth Collective’s fees compare

• Its hourly rate of $150-$350 spans the Oregon median of $250. 28% of the 123 other Oregon planners that publish an hourly rate charge less.
• 8 of the 34 other planners in Portland that publish an hourly rate charge less.
• Its flat or project fee of $600-$7,000 spans the Oregon median of $4,000. 46% of the 92 other Oregon planners that publish a flat or project fee charge less.
• 9 of the 22 other planners in Portland that publish a flat or project fee charge less.
• Its annual fee of $600-$900 is below the Oregon median of $7,750. 3% of the 33 other Oregon planners that publish an annual fee charge less.
• None of the 13 other planners in Portland that publish an annual fee charge less.

About Trihelix Wealth Collective

• Firm size: 2 employees.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Tax planning

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

1.4% a year

Clients

153

Employees

2

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$25,033,380

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

337883

Website

trihelixwealth.com (opens in new tab)

Phone

(607) 423-4632

Can advise clients in 3 states: California, Oregon, Wisconsin

Other planners in Portland that publish fees

• Apm WealthPortland$250/hr, $1,299/mo
• Becker Capital Management, Inc.Portland$100⁠-⁠$500/hr
• Blue Water WealthPortland$2,000⁠-⁠$20,000
• Blueprint Financial Advisors, LLCPortland$250/hr
• Burgess Financial PlanningPortland$360/hr
• CLS Financial Advisors, Inc.Portland$350/hr, $1,000⁠-⁠$10,000

Compare all 63 planners in Portland