Two Tree Financial, LLC fees
Financial planner in Chapin, South Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 21, 2026, Two Tree Financial, LLC (Chapin, SC) charges a flat or project fee of $2,500-$7,500, a monthly fee of $800, and an annual fee from $7,200 for financial planning.
- Website: twotreefinancial.com (opens in new tab)
- Call (515) 710-8804
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 21, 2026. Fees can change.
- Flat or project fee
- $2,500-
$7,500 Runs from below the South Carolina median of $2,750 to above it.
“A Fixed-Fee Project costs $2,500 to $7,500, depending on the scope, complexity and time required.”
- Monthly fee
- $800/mo
“The Retainer of $800 per month begins in month four.”
- Annual fee
- From $7,200/yr
Starts at $7,200; the South Carolina median is $11,800.
“The Blueprint fee is 1.5 times the first-year Retainer, with a minimum of $7,200.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2024 (2 years)
How Two Tree Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The Retainer is stated as an annual amount and billed monthly in arrears.”
- “The standard design period is 90 days, and the Blueprint fee is billed in three equal monthly payments in arrears.”
- “All recurring fees are billed monthly in arrears.”
About Two Tree Financial, LLC
“The firm provides fee-only advisory services to individuals, families, business owners and sponsors of employer-sponsored retirement plans through (1) Investment Management, (2) Architecture, (3) Fixed-Fee Projects, (4) Pension Consulting Services, and (5) Educational Seminars and Speaking Engagements.”
Planning areas mentioned in the brochure
- Business owners
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees, monthly planning fees, annual planning fees, and a percentage of assets under management
- Clients
- 26
- Works with
- Individuals and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $2.2 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 21, 2026
- CRD number
- 331906 (opens in new tab)
- Phone
- (515) 710-8804
Registered in 2 states: South Carolina, Utah
Other planners in Chapin that publish fees
- Harper Financial PlanningChapinHourly $375/hr
- Keen Capital, LtdChapinHourly $120-$395/hr, Flat $750-$1,000
More planners in South Carolina that publish fees
- Intelligent InvestingGreenvilleHourly $250/hr, Flat $500-$5,000
- Southeast Financial AdvisorsGreenvilleHourly up to $350/hr
- Harvest Financial Planning, LLCFort MillHourly $150/hr, Monthly $80/mo
- Continuum Wealth Management, LLCGreenvilleHourly $300/hr
- Morris Financial Concepts, Inc.Mount PleasantHourly $100-$400/hr, Annual from $8,500/yr
- Wilson David Investment AdvisorsAikenHourly $100/hr
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.