Trillium Valley Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides fee-only, hourly, as-needed financial planning and investment advice to individuals and families on topics such as cash flow, retirement, tax, estate, and college funding. It delivers analyses and written recommendations on investments and asset allocation but does not manage client assets, execute transactions, or take custody of accounts.
The advisor follows long-term financial planning and asset-allocation principles, favoring fundamental research and buy-and-hold implementation informed by third-party resources, including Morningstar and the 7Twelve model. Engagements typically produce a written plan and may include limited implementation assistance, with clients retaining final decision-making and responsibility for executing recommended transactions.
Notable differences from many peers include a very small, individualized client roster and a regular offering of educational workshops and university instruction, services that are relatively uncommon among independent firms. The firm also does not provide portfolio management or charge percentage-of-assets fees, and the principal’s outside activities as co-manager of a small farm reflect an atypical professional background for a planning practice.
Client services
Expertise
Fee options
Flat fees based on anticipated hours for per-project financial planning services; deposit of $500 or half of the estimated service cost (whichever is less) required for Financial Review and Financial Project services.
$200 per hour.
Fee-only: Hourly rate of $200 per hour.
Main office
Sherwood OR
Advisors at this office
1
Most active in
Oregon
Also doing business as
Trillium Valley Financial Planning · Trillium Valley 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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