Trivium Point Advisory, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$500/hr

“Such fee is negotiable and is based on an hourly rate of $250 to $500 per hour or an agreed-upon flat fee.”

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

How Trivium Point Advisory, LLC bills

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

• “Institutional Intelligent Portfolios® Platform – Investment management fees are paid in advance of each calendar quarter, pursuant to the terms of the investment management agreement.”
• “Fees may be negotiable depending on the size and complexity of the Plan.”
• “Upon the termination of a Client’s investment advisory relationship, TPA will issue a refund equal to any unearned management fee for the remainder of the quarter.”

How Trivium Point Advisory, LLC’s fees compare

• Its hourly rate of $250-$500 spans the Connecticut median of $300. 76% of the 103 other Connecticut planners that publish an hourly rate charge less.

About Trivium Point Advisory, LLC

• Firm size: 38 employees.
• Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

• Estate planning
• 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

1.25% a year

Clients

786

Employees

38

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$1,627,183,809

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

292182

Website

linkedin.com/company/trivium-point-advisory (opens in new tab)

Phone

(203) 221-3085

Can advise clients in 16 states: California, Connecticut, Florida, Georgia, Louisiana, Massachusetts, Maryland, North Carolina, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia

Other planners in Wilton that publish fees

• Catum Advisory Group, LLC.Wilton$450/hr, $1,500⁠-⁠$5,000
• 5TH Street Advisors, LLCSouthport$400/hr, $3,000⁠-⁠$5,000
• Abundant Wealth Management LLCStamford$250⁠-⁠$350/hr, $750⁠-⁠$5,000
• Achieve Retirement & Wealth Management, LLCRidgefield$350/hr, $10,000
• Alpine Hill Advisors LLCWestport$50,000⁠-⁠$500,000/yr
• Asset Management AssociatesSouth Windsor$250/hr

Compare all 227 planners in Connecticut