Firm
TriFlame Capital
Roseville, California
Fee-only
Facts
| Based in | Roseville, California |
|---|---|
| Website | triflamecapital.com |
| [email protected] | |
| Phone | (530) 813-8300 |
TriFlame Capital 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.
| One-time plan | From $2,500 |
|---|---|
| Asset-based fee | 1.2% a year on the first tier of assets |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"Cost varies from $2500 to $5000, depending on complexity." source
"Varies from 1.2% – to less than 1%, depending on assets under care." source
"Varies from 1.2% – to less than 1%, depending on assets under care." 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 | $28 million |
| Individual clients | 58 |
| Financial planning | Offered |
| Form ADV filed | April 21, 2026 |
| SEC record | CRD 332465 |