Trilogy Capital, Inc. fees and pricing
Financial planner in Irvine, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated July 23, 2026, Trilogy Capital, Inc. charges a flat or project fee of $1,200 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,200
“Fixed fees for coaching services start at $1200.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Trilogy Capital, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees will be calculated and paid to our firm each calendar month in arrears based on the average daily value of the Portfolio during the previous calendar month (calculated based on the Portfolio’s value at the end of each day).”
- “At our discretion, you may pay the advisory fees by check.”
- “The management fee will be pro-rated to the date of termination, for the month in which the cancellation notice was given and any earned fees will be billed to your account.”
How Trilogy Capital, Inc.’s fees compare
- Its flat or project fee of $1,200 is below the California median of $5,000. 11% of the 796 other California planners that publish a flat or project fee charge less.
- None of the 19 other planners in Irvine that publish a flat or project fee charge less.
About Trilogy Capital, Inc.
- Firm size: 74 employees.
- Registered as an adviser: 2015 (11 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- 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
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2.25% a year
- Clients
- 8,058
- Employees
- 74
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $3,210,026,097
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 281597
- Phone
- (949) 221-8105
Can advise clients in 47 states: Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, Wyoming
Other planners in Irvine that publish fees
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- Advanced Financial Strategies IncIrvine$200-$400/hr
- Am Wealth Solutions, LLCIrvine$250/hr
- Ascend Financial Advisers, IncIrvine$350/hr
- Beltramo Financial Services, Inc.Irvine$1,500-$5,000
- Capital CS Group, LLCIrvine$450/hr, $1,000-$50,000
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.