Trio Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$250⁠-⁠$10,000

“Fixed fee rates range from $250 to $10,000.”

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

How Trio Wealth Management, LLC bills

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

• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “The Independent Manager fee is not negotiable.”

How Trio Wealth Management, LLC’s fees compare

• Its flat or project fee of $250-$10,000 spans the Virginia median of $4,250. 57% of the 168 other Virginia planners that publish a flat or project fee charge less.

About Trio Wealth Management, LLC

• Firm size: 4 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2023 (3 years).

Planning areas mentioned in the brochure

• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Minimum

$100,000 in assets (stated in brochure)

Clients

86

Employees

4

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$133,979,243

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

328042

Website

linkedin.com/company/trio-wealth-management-llc (opens in new tab)

Phone

(703) 459-9171

Can advise clients in 5 states: California, Florida, North Carolina, Texas, Virginia

Other planners in Great Falls that publish fees

• Independent Financial PlanningGreat Falls$200/hr, $3,000
• Locke Asset ManagementGreat Falls$240/hr, $400/qtr
• Potomac Wealth Management LLCGreat Falls$200/hr
• 8TH Street Investments, LLCAlexandria$250⁠-⁠$500/hr, $2,000⁠-⁠$7,000
• Abich Financial Wealth Management, LLCAshburn$350/hr, $20,000
• Acadia Financial Services, LLCFairfax Station$400/hr, $600/yr

Compare all 5 planners in Great Falls