Trinchera Investments, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Hourly Rate: $300.00 per hour.”

Flat or project fee

$2,000⁠-⁠$10,000

“$2,000 — $10,000 per project (quoted in advance; agreed upon in writing before work begins).”

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

How Trinchera Investments, LLC bills

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

• “Negotiability All fees are fully negotiable.”
• “Because advisory fees under this Agreement are billed quarterly in arrears based on actual quarter-end AUM, no prepaid fee refund is applicable upon termination.”
• “Fees will be assessed on a pro-rata basis through the effective date of termination within the final billing quarter.”

How Trinchera Investments, LLC’s fees compare

• Its hourly rate of $300 is above the Texas median of $275. 53% of the 468 other Texas planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Midland that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$10,000 spans the Texas median of $3,850. 67% of the 401 other Texas planners that publish a flat or project fee charge less.

About Trinchera Investments, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Retirement planning
• College planning
• Business owners

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

0.75% a year

Minimum

$200,000 in assets (stated in brochure)

Employees

1

Services reported to regulators

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

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

340715

Phone

(432) 978-8667

Other planners in Midland that publish fees

• Beyond Balanced Financial Planning, LLCMidland$250/hr, $3,500⁠-⁠$20,000/yr
• Redemption CapitalMidland$500/hr
• 11 FinancialLufkin$250/hr, $50⁠-⁠$5,000
• 1900 WealthSan Antonio$350/hr, $1,500
• 360 Wealth CreationAustin$250/hr
• 3T Advisors LLCWaco$250/hr, $250⁠-⁠$10,000

Compare all 5 planners in Midland