Trovera Capital Management, LLC fees and pricing
Financial planner in Northridge, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 18, 2026, Trovera Capital Management, LLC charges a flat or project fee of $2,500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,500-$5,000
“- 4- Comprehensive Financial Plan Fees for a Comprehensive Financial Plan are offered based on a fixed fee ranging from $2,500 to $5,000, dependent upon the complexity of the client's assets and needs as documented in the Client's intake.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Trovera Capital Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The TCM advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Fees are billed quarterly in arrears based on the average quarterly assets under management.”
- “The Client must consent in advance to direct debiting of their investment account.”
How Trovera Capital Management, LLC’s fees compare
- Its flat or project fee of $2,500-$5,000 is below the California median of $5,000. 42% of the 796 other California planners that publish a flat or project fee charge less.
About Trovera Capital Management, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
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
- 1.08% 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
- 340577
- Phone
- (323) 375-8881
Other planners in California that publish fees
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $500
- 5T Wealth, LLCNapa$200-$450/hr
- 7 Streets Financial, LLCSan Diego$100-$400/hr, Up to $15,000
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.