Trasatti Wealth Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Trasatti Wealth Planning is a single-advisor registered investment adviser that provides comprehensive financial planning and investment management to individuals and high-net-worth clients. In addition to individual clients, the firm also serves corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and trust programs.
The firm custom-designs portfolios and works with clients to develop written Investment Policy Statements, offering both discretionary and non-discretionary management alongside financial planning services. Portfolios typically use mutual funds, ETFs and individual fixed-income securities, are monitored continuously with formal reviews at least quarterly, and are rebalanced with attention to minimizing tax consequences when allocations drift from target ranges.
The firm’s principal holds CPA and Personal Financial Specialist (PFS) credentials, and the practice manages roughly $72 million across a limited number of client relationships, a mix that includes institutional and tax-sensitive clients alongside individuals. The adviser also participates in a small RIA study group that meets regularly to discuss investments and practice management, a collaborative input that supplements the firm’s internal research and planning processes.
Client services
Expertise
Fee options
Fixed fee for comprehensive financial planning: $10,000.
$0 - $250,000.99: 1.20% $250,001.00 - $1,000,000.99: 1.00% $1,000,001.00 - $2,500,000.99: 0.80% $2,500,001.00+: 0.60%
$200 per hour for financial planning services.
Monthly retainer fee of $500 for financial planning services.
Fee-only: Fixed fee for financial planning services: $10,000 generally for a six month term; Hourly fee: $200 per hour; Monthly retainer fee for financial planning services: $500 per month with a minimum three month term.
Main office
145 W Ostend St, Suite 600
Baltimore MD 21230
Advisors at this office
1
Most active in
Maryland · Virginia
Also doing business as
Trasatti & Associates, LLC · Trasatti Wealth 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.
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