Trusttree Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“In the event of early termination, the client will be billed for the hours worked at a rate of $250 per hour for work completed, and the client will be refunded the difference.”

Flat or project fee

$750⁠-⁠$10,000

“The fixed fee can range between $750 and $10,000 and be charged upfront.”

Monthly fee

$60⁠-⁠$500/mo

“Ongoing Financial Planning Ongoing Financial Planning consists of an ongoing fee that is paid monthly, in advance, at the rate of $60-$500 per month.”

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

How Trusttree Financial LLC bills

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

• “An account may be terminated with written notice at least 15 calendar days in advance.”
• “Since fees are paid in arrears, no rebate will be needed upon termination of the account. 7 Financial Planning Fixed Fee Financial Planning will generally be offered on a fixed fee basis.”
• “The fee is negotiable, depending on the complexity of the client’s situation.”

How Trusttree Financial LLC’s fees compare

• Its hourly rate of $250 is below the North Carolina median of $300. 22% of the 177 other North Carolina planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Huntersville that publish an hourly rate charge less.
• Its flat or project fee of $750-$10,000 spans the North Carolina median of $4,800. 59% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Huntersville that publish a flat or project fee charge less.

About Trusttree Financial LLC

• Principal: Brandon R. Opre
• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2012 (14 years).

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

Minimum

$250,000 in assets (stated in brochure)

Clients

150

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$78,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

287985

Website

trusttreefinancial.com (opens in new tab)

Phone

(754) 703-6773

Can advise clients in 2 states: Florida, North Carolina

Other planners in Huntersville that publish fees

• A4 Wealth Advisors LLCHuntersville$350/hr, $500⁠-⁠$5,000
• Aerden LLCHuntersville$225/hr, $2,500
• 1Up Financial Advisors LLCCary$250/hr, Up to $2,500
• 30-40 Wealth PartnersCornelius$5,000⁠-⁠$60,000, $12,500/yr
• 360 Aviation Advisors, LLCConcord$250/hr, $1,500/qtr
• Abs Legacy Partners, LLCHickory$250/hr, $10,000⁠-⁠$200,000

Compare all 7 planners in Huntersville