Trasatti Wealth Planning

Trasatti Wealth Planning at a glance

• One of 195 fee-only firms based in Maryland in the Wellspent graph.
• 1 advisor is listed here, who holds the PFS.
• Its Form ADV reports 1 employee and 59 individual clients, 23 of them high net worth.
• Its average account is about $466,000 (assets it manages divided by its 155 accounts).

Fee-only advisors in Maryland · What fee-only advisors charge in Maryland

Facts

Trasatti Wealth Planning fees

Trasatti Wealth Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

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

Advisors at this firm (1)

• Gabriel Trasatti

  PFS

Other fee-only firms in Baltimore

• WBH Advisory
• Wealth Planning Group
• A.G. Campbell Advisory
• Aerie Capital Management
• Bmore Financially Fit
• Booster
• Bryant Financial Advisory
• Buttonwood Financial Advisors

Fee-only advisors in Maryland