Firm
Trio Wealth Management®
Great Falls, Virginia
Fee-only
Facts
| Based in | Great Falls, Virginia |
|---|---|
| Website | triowm.com |
| [email protected] | |
| Phone | (703) 459-9171 |
Trio Wealth Management® fees
Trio Wealth Management® 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
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $134 million |
| Individual clients | 37 |
| Financial planning | Offered |
| Form ADV filed | September 29, 2026 |
| SEC record | CRD 328042 |