Ty Rollins, Inc. fees and pricing
Financial planner in Walnut Creek, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Ty Rollins, Inc. charges a monthly fee of $199 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $199/mo
“The service consists of an Initial Fee of no more than $699 for the first month, and an ongoing fee that is paid monthly in arrears at no more than the rate of $199 per month.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ty Rollins, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Ty Rollins, Inc. will not collect the Initial Fee and Monthly Fee more than six months in advance of beginning work for the client.”
How Ty Rollins, Inc.’s fees compare
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Ty Rollins, Inc.
“We provide investment advisory services on a non-discretionary basis and ongoing, comprehensive financial planning directly to clients.”
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Equity compensation
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees
- Charges a % of assets
- No
- Employees
- 2
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 321753
- Phone
- (925) 323-3359
Other planners in Walnut Creek that publish fees
- Babylon Wealth Management LLCWalnut Creek$300/hr, $2,000-$15,000
- Barentsen Advisory Services, LLCWalnut Creek$250/hr, $100-$2,000
- Burton Enright WelchWalnut Creek$350/hr, $2,500-$10,000
- Capital Management Advisor Group, LLCWalnut Creek$500/hr, $10,000
- Cavu Wealth Advisors, LLCWalnut Creek$450/hr, $10,000/yr
- Dawson Investment ManagementWalnut Creek$1,000/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Is something on this page wrong or out of date?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.