Firm
Tilia Fiduciary Partners
Wilmington, North Carolina
Fee-only
Facts
| Based in | Wilmington, North Carolina |
|---|---|
| Website | tiliapartners.com |
| Phone | (910) 679-4093 |
Tilia Fiduciary Partners fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $10,000 a year |
|---|---|
| Account minimum | $1,000,000 |
| How it charges | Percentage of assets · Flat fee · Ongoing planning fee |
In the firm's words
"For clients with less than $1 million, we charge a transparent flat fee of $2,500 per quarter." source
"Our maximum annual fee is 0.95% for assets between $1 million and $10 million" source
"Baseline minimum of $1M in investable assets." source
"Most relationships begin at $3M+" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $404 million |
| Individual clients | 252 |
| Financial planning | Offered |
| Form ADV filed | July 9, 2026 |
| SEC record | CRD 157852 |