PlannerFees

Tritonpoint Partners, LLC fees and pricing

Financial planner in Chevy Chase, Maryland. Registered with the SEC.

According to its Form ADV Part 2A brochure dated April 22, 2026, Tritonpoint Partners, LLC charges $350 an hour and a flat or project fee of $2,500⁠-⁠$10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 22, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$350/hr
“The maximum hourly fee to be charged will not exceed $350.”
Flat or project fee
$2,500⁠-⁠$10,000
“Flat fees range typically from $2,500 to $10,000.”

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

How Tritonpoint Partners, LLC bills

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

  • “Annualized fees are billed on a pro-rata basis quarterly in advance based on the value of the account(s) on the last day of the previous quarter.”
  • “Our advisory fee is negotiable, depending on individual Client circumstances and account type.”
  • “Our Retirement Plan Consulting services are billed on a flat fee basis or a fee based on the percentage of Plan assets under management.”

How Tritonpoint Partners, LLC’s fees compare

  • Its hourly rate of $350 is above the Maryland median of $300. 57% of the 156 other Maryland planners that publish an hourly rate charge less.
  • 3 of the 5 other planners in Chevy Chase that publish an hourly rate charge less.
  • Its flat or project fee of $2,500-$10,000 spans the Maryland median of $4,335. 79% of the 133 other Maryland planners that publish a flat or project fee charge less.
  • 3 of the 3 other planners in Chevy Chase that publish a flat or project fee charge less.

About Tritonpoint Partners, LLC

“TritonPoint Partners, LLC (“Firm” or “Adviser” or “TPP”) provides individuals and other types of clients with a wide array of investment advisory services which include financial planning, consulting, and investment management services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 6 employees.
  • Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College 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
1.5% a year
Clients
74
Employees
6
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
Assets managed
$286,475,355
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
333259
Website
linkedin.com/company/tritonpoint-partners (opens in new tab)
Phone
(301) 799-9001

Can advise clients in 8 states: Arizona, California, Florida, Indiana, Maryland, New Jersey, New York, Texas

Other planners in Chevy Chase that publish fees

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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.