Treesa Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Treesa Financial Planning serves individual and family clients by providing fee-only financial planning and investment consultation on an hourly or fixed-fee engagement basis rather than ongoing portfolio management. The firm’s service menu includes comprehensive financial plans, retirement projections, periodic or continuous planning arrangements, and limited-scope “power planning” sessions.
In forming investment recommendations the firm gathers client-specific information and uses technical, fundamental, and cyclical analysis, typically favoring a globally diversified core-and-satellite mix of index and active mutual funds and ETFs. Treesa does not take custody of client assets or provide discretionary trading—clients implement recommendations through their chosen custodians.
Distinctive features include the absence of portfolio management services and asset-based (percentage-of-AUM) fees, a structure that is uncommon among independent advisers, and an open client acceptance policy with no required investment minimums. The firm also provides paraplanning services to unaffiliated advisers and disclosed a resolved April 2026 consent agreement with the Pennsylvania regulator related to registration timing, which involved an administrative assessment and no client harm.
Client services
Expertise
Fee options
Initial 45-minute consultation at $125 (credited towards engagement fee with minimum 3 billable hours); Power Planning Sessions fixed fee of $700; Other fixed fees include Comprehensive Financial Plan ($2,500-$5,000), Investment Consultation ($1,250-$2,000), Retirement Projections ($1,500-$2,500), Annual or Periodic Review ($750-$1,500), Continuous Services ($400-$800 per quarter).
$250 per hour for financial planning and investment consultation services, billed in six-minute increments.
Fee-only: $250 per hour for financial planning and investment consultation services, billed in six-minute increments.
Main office
Closter NJ
Advisors at this office
1
Most active in
New Jersey · New York · Pennsylvania
Also doing business as
Tcw Financial Planning LLC · Treesa 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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