Tribble Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Tribble Financial Planning offers comprehensive financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses through both ongoing and project-based engagements, delivering written financial plans that address retirement, estate planning, tax strategies, insurance review, business planning, and charitable giving. The firm operates as a fee-only adviser and may coordinate with outside professionals (attorneys, tax advisors, insurance agents) when implementation or specialized work is needed.
Investment recommendations draw on modern portfolio theory, fundamental and cyclical analysis, and a mix of passive and active vehicles, with attention to asset allocation, tax efficiency, and risk-adjusted diversification. Notably, the firm provides investment advice as part of its planning work but does not provide discretionary portfolio management or custody of client assets, leaving implementation to clients or their chosen custodians.
Compared with many independent peers, Tribble Financial Planning uses fixed recurring and project-based fees rather than charging a percentage of assets under management, and it does not accept commissions or other sales-based compensation. The firm’s principal is a CFP® certificant with prior advisory and registered representative experience, and the practice maintains a small client roster and an emphasis on individualized planning and coordination with third-party professionals.
Client services
Expertise
Fee options
Project-Based Financial Planning fees range from $250 to $2,500
Less than $1,000,000 - $1,000,000: $275 per month $1,000,001 - $3,000,000: $325 per month $3,000,001 - $5,000,000: $375 per month $5,000,001+: $425 per month
Ongoing Financial Planning fees range from $275 to $500 per month, paid monthly in advance
Minimum fee: Initial fee up to $500 for comprehensive financial plan construction Fee-only: Fees are fixed and negotiable; no commissions or performance fees
Main office
Ann Arbor MI
Advisors at this office
1
Most active in
Michigan
Also doing business as
Tribble Financial Planning · Tribble 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.
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