Trajectory Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Trajectory Financial Planning serves individual and high-net-worth clients by providing fee-only financial planning through ongoing and project-based engagements. The firm does not act as an investment manager that manages client portfolios or custody assets; instead it produces written financial plans and offers recommendations for clients to implement with custodians of their choice.
The firm’s planning work spans business planning, cash flow and debt management, retirement and estate planning, tax planning, insurance review, college savings, and investment analysis, and services are tailored to each client’s stated objectives and constraints. Rather than charging a percentage of assets, the firm uses recurring fixed fees and project or hourly billing for limited-scope work, and it may recommend both passive and active investment options without exercising discretionary trading authority.
Noteworthy aspects relative to peers include the routine recommendation of third-party professionals (attorneys, accountants, tax advisors, insurance agents) while expressly not selecting other investment advisers on clients’ behalf, a practice that differs from many investment-manager firms. The firm’s principal also operates a separate tax-preparation business and provides paraplanning services to other firms (disclosed as potential conflicts), and the brochure highlights the firm’s due diligence of third-party service providers that use artificial intelligence and machine-learning tools.
Client services
Expertise
Fee options
Fixed fees for Project-Based Financial Planning ranging between $500 and $10,000; recurring fixed fees for Ongoing Financial Planning from $150 to $1,000 per month or $450 to $3,000 per quarter
$350 per hour for Project-Based Financial Planning
Fee-only: Ongoing Financial Planning fees range from $150 to $1,000 per month or $450 to $3,000 per quarter, paid as a recurring fixed fee; Project-Based Financial Planning fees are either fixed fees ranging from $500 to $10,000 or hourly fees at $350 per hour.
Main office
University Heights OH
Advisors at this office
1
Most active in
Colorado · Ohio
Also doing business as
Trajectory Financial Planning · Trajectory Financial Planning LLC
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.
Forms ADV
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