Tryon Investments, LLC fees and pricing
Financial planner in North Liberty, Iowa. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 26, 2026, Tryon Investments, LLC charges a flat or project fee of $299-$2,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $299-$2,000
“Services are offered based on a flat fee between $299 and $2,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Tryon Investments, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in arrears based on the amount of assets managed as of the last business day of the previous quarter.”
- “The is due upon delivery of completed plan.”
- “Fees for financial plans are due upon completion of the plan.”
How Tryon Investments, LLC’s fees compare
- Its flat or project fee of $299-$2,000 is below the Iowa median of $3,850. 16% of the 43 other Iowa planners that publish a flat or project fee charge less.
About Tryon Investments, LLC
- Firm size: 3 employees.
- Registered as an adviser: 2012 (14 years).
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
- 1.7% a year
- Clients
- 457
- Employees
- 3
- Works with
- Individuals, high net worth individuals, and other
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $103,469,487
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 162292
- Phone
- (319) 665-5050
Other planners in Iowa that publish fees
- Acadia Legacy GroupClive$100-$350/hr
- Accel Wealth ManagementWaverly$150-$250/hr, $500
- Actis Wealth ManagementWaukee$200/hr, $1,000-$50,000
- Alba Financial LLCCouncil Bluffs$295/hr, $4,000-$12,500
- Ao Wealth AdvisoryUrbandale$300
- Arnold and Mote Wealth ManagementHiawatha$300/hr, $12,000
Is something on this page wrong or out of date?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.