Tuliptree Advisors fees and pricing

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.

Hourly rate

$1,000/hr

“The maximum hourly rate for financial planning services is $1,000 per hour for Investment Adviser Representatives and $500 per hour for Support Staff. 9 The fee range is dependent upon variables including the specific needs of the Client, complexity, estimated time, research, and resources required to provide…”

Flat or project fee

$5,000

“Investment Management Services TTA charges a flat fee of $5,000 for investment management services up to client assets under management totaling $500,000.”

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

How Tuliptree Advisors bills

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

• “For assets under management greater than $500,000, the fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Accounts that have margin balances will be billed on the gross value of billable securities, not the net after deduction for margin balance.”

How Tuliptree Advisors’ fees compare

• Its hourly rate of $1,000 is above the New York median of $300. 98% of the 301 other New York planners that publish an hourly rate charge less.
• Its flat or project fee of $5,000 is above the New York median of $4,500. 52% of the 251 other New York planners that publish a flat or project fee charge less.

About Tuliptree Advisors

• Principal: Rosanna Pezzo-Brizio
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners

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

1.15% a year

Clients

13

Employees

1

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, educational seminars and workshops, and other services

Assets managed

$10,982,110

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

329872

Website

tuliptreeadvisors.com (opens in new tab)

Phone

(914) 359-7403

Other planners in Rye that publish fees

• Broad Wealth Management, Inc.Rye$150⁠-⁠$400/hr
• Financial Spyglass®Rye$20,000⁠-⁠$40,000/yr
• 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
• Abaya Wealth Management LLCBuffalo$2,000⁠-⁠$5,000
• Abby Advisors LLCDobbs Ferry$250/hr, $500
• Abernathy Group II LLCNew York$750/hr, $1,000/yr

Compare all 4 planners in Rye