Trilogy Financial Solutions fees
Financial planner in Oklahoma City, Oklahoma. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 18, 2026, Trilogy Financial Solutions (Oklahoma City, OK) charges $125 an hour and a flat or project fee of $449 for financial planning.
- Website: trilogyfinancialsolutions.com (opens in new tab)
- Call (405) 990-5952
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 18, 2026. Fees can change.
- Hourly rate
- $125/hr
Below the Oklahoma median of $250; 1 of the 20 other planners in Oklahoma that publish an hourly rate charges less. None of the 5 other planners in Oklahoma City charge less.
“For a 3-month counseling/coaching program the flat fee is $449, or an hourly rate of $125 per hour may be charged instead.”
- Flat or project fee
- $449
Below the Oklahoma median of $3,000; none of the 12 other planners in Oklahoma that publish a flat or project fee charge less.
From the same sentence as above.
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2013 (13 years)
About Trilogy Financial Solutions
Planning areas mentioned in the brochure
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 13
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $1.6 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of January 18, 2026
- CRD number
- 168104 (opens in new tab)
- Phone
- (405) 990-5952
Other planners in Oklahoma City that publish fees
- Arrow Investment Management LLCOklahoma CityHourly $150/hr
- FourPath Capital Management, LLCOklahoma CityAnnual up to $20,000/yr
- Triton Financial Group, IncOklahoma CityHourly up to $250/hr, Flat up to $2,500
- Mitchell & Pahl Private WealthOklahoma CityFlat up to $20,000
- Ideal Financial PlanningOklahoma CityHourly $500/hr, Monthly $400-$10,000/mo
- Windle WealthOklahoma CityHourly $200/hr
Is something on this page wrong or out of date?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.