A complete list of active advisors currently associated with Tilly, Inc.
Warmer can help you find a great advisor at Tilly, Inc. or one who fits your needs even better.
Tilly provides virtual comprehensive financial planning and advice to individuals and families via scheduled online meetings, offering a membership model with periodic reviews as well as one‑time consults for discrete questions. The firm focuses on planning topics — budgeting, insurance, debt management, home and college funding, and periodic asset‑allocation review — and does not act as an investment custodian or a discretionary portfolio manager for client accounts. The firm’s advice emphasizes client education, diversified asset allocation, tax awareness, and a preference for low‑cost, passive investment strategies when appropriate, while cautioning clients about investment risks. Tilly does not provide ongoing portfolio management or accept custody of client assets, nor does it use percentage‑of‑AUM billing; clients implement recommendations through third‑party custodians and pay any transaction or custody charges directly. Noteworthy aspects disclosed in the brochure include the firm’s affiliations and other business activities: a principal co‑founded an industry research company and holds investments in several private ventures, and one advisor operates a separate registered advisory business; the firm states these relationships are not offered to clients to mitigate conflicts. The brochure also discloses that a principal devotes material time to outside businesses (15–20 hours weekly), that membership engagements generally require a one‑year commitment, and that the firm generally does not provide services for clients with more than $2 million in investable assets.
To learn more about the advisors currently working at Tilly, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Tilly, Inc.'s office locations.
Name |
Location |
Years of experience |
|---|---|---|
Columbus, OH
| 8
| |
Raleigh, NC
| 7
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)