Yes. TrustTree Financial, LLC is a Registered Investment Advisory firm, which means that its advisors are held to a fiduciary standard. Also, by virtue of being a Certified Financial Planner professional, Brandon is held to a fiduciary standard. Being a fiduciary means that we are required to place our client’s interests above our own. A fiduciary standard is a higher standard than that of the suitability standard used by most brokers.

We average one touch point every month – and most people find that more than adequate. In general, we put regularly scheduled meetings on the calendar in advance, customized to meet individual needs. Some clients want to meet more often than others (monthly versus quarterly, etc.).

We will note that we don’t contact our clients each time the market hiccups, which is often…nor each time the media has a new crisis, which is even more often. That said, much like your relationship with your doctor, please contact us anytime you have concerns, questions, or you just want to get together. We can meet in person, by phone, or via a web conference for your convenience.

Heck no! And we take great pride in that. You can click here to look up the public record at FINRA's BrokerCheck and see for yourself. If you are contemplating us versus another professional, please look them up as well!

While it’s tempting to say “everyone”, our average client is 48 years old and has a net worth of $1million. We tend to work best with...

• Young professionals
• Busy Boomers and Gen X families
• Executives & Entrepreneurs
• Working with nice people is required – most important.

This answer has changed over time, but for investment management, the short answer is "yes". While we'd love to serve EVERYONE that comes our way, it is not practical to take on everyone as a client. Simply not enough time in the day! For new clients, we typically need assets of at least $250,000 to get started.

We also help plenty of people who are not in a position to start with assets but come to us for financial planning. In which cases, we charge $250/hour, and the cost of a one-time plan starts at $750, regardless of how many assets you have.

With today’s technology, it’s very easy to conduct business remotely. We work with both local clients and those far away. Even those local find it just as easy to get things accomplished via phone or computer. We are always game for an in-person meeting, but we love using “virtual meetings” or screen sharing as well. It’s easy, saves you travel time, and is an equally effective meeting format.

It depends on what services are needed. We list our fee structure on our site here as well as our ADV. We have the ability to charge for financial planning services by the hour ($250), or by project. We also charge a certain fee as a percentage of the assets we manage. Other times, it may be a combination of a planning fee and ongoing investment management. We customize the fee structure for each client accordingly.

We think so! More importantly, we seek to provide value that more than pays for itself...and then some. Our fees are listed on our site for transparency, and you can compare these to industry averages. Studies of our industry show that a financial plan typically ranges from $1,500 to $3,500, and fees for assets under management average around 1%. Here's one such study. We aren't trying to be the lowest-cost advice provider out there, but we are far from the highest-cost. We aim to provide very good value for the fees we charge.

We highly encourage people to "have a plan" to some extent. Whether you have had one put together recently, or need us to do it, we suggest that everyone have their financial house in order! Whether it's a loose plan or an extensive plan, we want to make sure all financial details have been addressed or at least discussed. These are topics such as budgeting, income projections, investment projections, planning for tax law changes, having an estate plan, and making sure you have adequate insurance coverage. To help make things holistic, we communicate with other professionals you work with, like accountants and attorneys.