Triple Pine Wealth Management LLC fees and pricing
Financial planner in Austin, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 10, 2026, Triple Pine Wealth Management LLC charges a flat or project fee of $2,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,000
“Triple Pine offers standalone financial planning for a flat fee of $2,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Triple Pine Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Investment management fees are billed quarterly.”
- “Fees are due upon delivery of the financial plan unless otherwise agreed.”
- “Financial planning fees are billed upon initial plan delivery.”
How Triple Pine Wealth Management LLC’s fees compare
- Its flat or project fee of $2,000 is below the Texas median of $3,850. 21% of the 401 other Texas planners that publish a flat or project fee charge less.
- 7 of the 48 other planners in Austin that publish a flat or project fee charge less.
About Triple Pine Wealth Management LLC
“Advisor also provides financial advice across all areas of the household’s financial picture including discussion of retirement goals, financial modeled Monte Carlo scenarios with action plan.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Founded: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- 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% a year
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 336848
- Phone
- (704) 839-9240
Other planners in Austin that publish fees
- 360 Wealth CreationAustin$250/hr
- Alongside, LLCAustin$5,000, $2,500-$10,000/mo
- Argus Wealth ManagementAustin$250/hr, $2,500-$5,000
- Arka Financial Services L.L.C.Austin$2,000, $750/yr
- Austin AssetAustin$5,000/yr
- Austin Money Management CorporationAustin$500/hr, $5,000-$10,000
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.