Advisor at Tribble Financial Planning
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Tribble Financial Planning
Location
Ann Arbor, MI
Credentials
CFP®, Series 66
Industry experience
9 years
Philip Tribble is a CFP® professional with nine years of industry experience, currently operating Tribble Financial Planning in Ann Arbor, MI. He previously worked at Arbor Trust Wealth Advisors and AXA Network. Outside of financial advising, he serves as a paid high school football official in Michigan, a role he has held intermittently over the past nine years. Tribble Financial Planning is an independent, fee-only advisory firm focused on financial planning for individual clients through both ongoing and project-based engagements. The firm emphasizes comprehensive written plans covering retirement, tax, estate, and other areas, providing investment analysis and asset allocation recommendations without managing client assets or custody.
Based on Tribble Financial Planning
Project-Based Financial Planning fees range from $250 to $2,500
Less than $1,000,000 - $1,000,000: $275 per month $1,000,001 - $3,000,000: $325 per month $3,000,001 - $5,000,000: $375 per month $5,000,001+: $425 per month
Ongoing Financial Planning fees range from $275 to $500 per month, paid monthly in advance
Minimum fee: Initial fee up to $500 for comprehensive financial plan construction Fee-only: Fees are fixed and negotiable; no commissions or performance fees
Ann Arbor, MI
Michigan
Tribble Financial Planning, LLC
2023 - Present (3 years)
Arbor Trust Wealth Advisors, LLC
2019 - 2023 (4 years)
AXA Network
2015 - 2019 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Ann Arbor, MI
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CFP®, CFA®, Series 63, Series 65
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Series 63, Series 65
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Physicians' Financial L.C.
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