Trillium Valley Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Our fees for financial planning and investment advisory services are based on an hourly rate of $200 per hour and the estimated time required to complete the services.”

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

How Trillium Valley Financial Planning bills

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

• “We do not charge for services provided more than six months in advance.”
• “The fee for Financial Checkup services (described in Item 4 above) is due in full upon completion of our meeting.”

How Trillium Valley Financial Planning’s fees compare

• Its hourly rate of $200 is below the Oregon median of $250. 14% of the 123 other Oregon planners that publish an hourly rate charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Trillium Valley Financial Planning

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2010 (16 years).

Firm details from Form ADV

How the firm is paid

Hourly fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

151626

Website

trilliumvalleyfp.com (opens in new tab)

Phone

(503) 610-8837

Other planners in Sherwood that publish fees

• Maxwell Financial Group, IncSherwood$300⁠-⁠$500/hr, $2,500⁠-⁠$25,000
• 2260 WestBend$450/hr, $3,000
• 5 Star InvestingMilton-freewater$250/qtr
• Aegis Financial AdvisoryLake Oswego$250/hr, $500
• Aerodigm Wealth LLCLake Oswego$225⁠-⁠$355/hr
• Aim AdvisorsBeaverton$250/hr, $500⁠-⁠$1,000

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