Tilia Fiduciary Partners, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$395,761,916
Clients
329
Advisors
5
of 8 employees
About
Tilia Fiduciary Partners works with individuals, trusts, estates, pooled investment vehicles, and retirement/pension plans, providing discretionary and non‑discretionary portfolio management, standalone financial planning, and pension consulting. The firm begins client relationships by developing a Financial Profile and an Investment Plan to guide ongoing advice and implementation.
Investment decisions are made by an investment committee that meets bi‑weekly and the firm generally implements client plans through a core buy‑and‑hold allocation to ETFs, individual stocks, mutual funds, and bonds while permitting limited tactical trades, basic hedges, and use of options and other derivatives where appropriate. Tilia also accommodates client‑directed borrowing and margin transactions, and it may assist clients with securities‑backed lines of credit; margin balances and assets purchased on margin are included in assets under management and are documented as client‑directed.
What is distinctive about Tilia relative to many peers is its explicit use of borrowing in separately managed accounts and its disclosure that margin and margin‑related products can be part of managed portfolios—practices the firm says it discourages but will implement with client authorization. The firm has also recently clarified operational controls around limited artificial‑intelligence tools (restricted to administrative tasks such as meeting transcription and summarization) and emphasizes committee‑level, human oversight of all investment recommendations.
Client services
Expertise
Occupation focus
Fee options
Flat quarterly fee of $2,500 ($10,000 annually) for portfolios under $1,000,000
$0 - $1,000,000: Flat quarterly fee of $2,500 ($10,000 annually) $1,000,000+: Up to 1.00% annually
$275 per hour for additional consulting on financial planning
Account minimum: $1,000,000 Minimum fee: $10,000 annually Fee-only: Financial planning minimum fee of $10,000 plus $275/hour for additional consulting
Main office
32 N. Front Street
Wilmington NC 28401
Advisors at this office
5
Most active in
California · Florida · Kentucky · Nebraska · New York · North Carolina · South Carolina · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Ryan C
CFP®, Series 65
Wilmington, NC
Tilia Fiduciary Partners, Inc.
Ryan Casey is a CFP® professional with eight years of industry experience, currently serving as an advisor at Tilia Fiduciary Partners, Inc. He has worked at Tilia Fiduciary Partners since 2017 and previously served nine years in the United States Marine Corps. Tilia Fiduciary Partners is a four-advisor SEC-registered investment adviser managing approximately $414 million for individuals, trusts, estates, and pension and profit-sharing plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting, employing a buy-and-hold investment approach with periodic tactical adjustments.
Thomas F
Series 65
Wilmington, NC
Tilia Fiduciary Partners, Inc.
Thomas Favor is a financial advisor at Tilia Fiduciary Partners, Inc. He holds a Series 65 designation and has been with the firm since 2025. Prior to his advisory role, he served nine years at the Federal Aviation Administration and twenty years in the United States Marine Corps. Tilia Fiduciary Partners is a four-advisor SEC-registered investment adviser managing approximately $414 million for individuals, trusts, estates, and pension and profit-sharing plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting, employing a buy-and-hold strategy supplemented by limited tactical trades, hedges, and options.
Alexis D
CFP®, Series 65
Wilmington, NC
Tilia Fiduciary Partners, Inc.
Alexis Delia is a CFP® and holds a Series 65 license with two years of industry experience. She has worked at Tilia Fiduciary Partners since 2023 and has prior experience at Hachette Book Group and A. Noble Events & Design. Tilia Fiduciary Partners is a four-advisor SEC-registered investment adviser managing approximately $414 million for individuals, trusts, estates, and pension and profit-sharing plans. The firm develops customized financial profiles and investment plans, employing a primarily buy-and-hold strategy with ETFs, mutual funds, equities, and bonds, while allowing limited tactical trades and options strategies.
Shawn H
Series 65
Wilmington, NC
Tilia Fiduciary Partners, Inc.
Shawn Hudspeth is a financial advisor at Tilia Fiduciary Partners, Inc. with a Series 65 credential and one year of industry experience. His background includes military service in the U.S. Marine Corps and roles in education at the University of North Carolina and Trident University. Tilia Fiduciary Partners is a four-advisor SEC-registered investment adviser managing approximately $414 million for individuals, trusts, estates, and pension and profit-sharing plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting, using a buy-and-hold strategy across various asset classes with limited tactical adjustments.
Walker A
CFP®, Series 66
Wilmington, NC
Tilia Fiduciary Partners, Inc.
Walker Abney is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Tilia Fiduciary Partners, Inc. in Wilmington, NC. He has been with Tilia Fiduciary Partners since 2011. Outside of his advisory role, Abney is involved as a co-owner and corporate treasurer of a local wine and beer sales business. Tilia Fiduciary Partners is a four-advisor SEC-registered investment adviser managing approximately $414 million for individuals, trusts, estates, and pension and profit-sharing plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting, employing a primarily buy-and-hold strategy with selective tactical trades and options strategies.
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