Trillium Square Advisors LLC fees and pricing
Financial planner in Rolesville, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 14, 2026, Trillium Square Advisors LLC charges $445 an hour, a flat or project fee of $5,000-$8,000, and a monthly fee of $300-$750 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 14, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $445/hr
“Clients are assessed an hourly fee at the rate of $445 per hour.”
- Flat or project fee
- $5,000-$8,000
“Fixed fee engagements generally cost between $5000 and $8000.”
- Monthly fee
- $300-$750/mo
“Financial planning consists of an ongoing fee that is paid monthly, in arrears, at the rate of $300 $750 per month, depending on the complexity and need of the client.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Trillium Square Advisors LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are to be paid to the firm by check or draft from US-based financial institutions.”
- “Therefore, the upfront portion of the fee will not be paid more than 6 months in advance.”
- “In the event the advisory agreement is terminated, the upfront fee or the fee for the final billing period is prorated through the effective date of the termination and the unearned portion of the fee is refunded to the client.”
How Trillium Square Advisors LLC’s fees compare
- Its hourly rate of $445 is above the North Carolina median of $300. 84% of the 177 other North Carolina planners that publish an hourly rate charge less.
- Its flat or project fee of $5,000-$8,000 is above the North Carolina median of $4,800. 68% of the 172 other North Carolina planners that publish a flat or project fee charge less.
About Trillium Square Advisors LLC
- Firm size: 4 employees.
- Credentials named in the brochure: CFA.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Equity compensation
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 61
- Employees
- 4
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, educational seminars and workshops, and other services
- Assets managed
- $51,782,227
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 296487
- Phone
- (919) 825-1818
Can advise clients in 2 states: California, North Carolina
Other planners in North Carolina that publish fees
- 1Up Financial Advisors LLCCary$250/hr, Up to $2,500
- 30-40 Wealth PartnersCornelius$5,000-$60,000, $12,500/yr
- 360 Aviation Advisors, LLCConcord$250/hr, $1,500/qtr
- A4 Wealth Advisors LLCHuntersville$350/hr, $500-$5,000
- Abs Legacy Partners, LLCHickory$250/hr, $10,000-$200,000
- Absher Wealth Management, LLCChapel Hill$20,000
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.