Tilly, Inc. logo

Tilly, Inc.

Updated today

Total assets under management

$0

Total clients

35

0% high-net worth

Total advisors

2

of 2 employees

Firm size

Supported

1-3 advisors or $200M+ in AUM

Average clients per advisor

18

Average account size

$0

About

Tilly provides virtual comprehensive financial planning and advice to individuals and families via scheduled online meetings, offering a membership model with periodic reviews as well as one‑time consults for discrete questions. The firm focuses on planning topics — budgeting, insurance, debt management, home and college funding, and periodic asset‑allocation review — and does not act as an investment custodian or a discretionary portfolio manager for client accounts.

The firm’s advice emphasizes client education, diversified asset allocation, tax awareness, and a preference for low‑cost, passive investment strategies when appropriate, while cautioning clients about investment risks. Tilly does not provide ongoing portfolio management or accept custody of client assets, nor does it use percentage‑of‑AUM billing; clients implement recommendations through third‑party custodians and pay any transaction or custody charges directly.

Noteworthy aspects disclosed in the brochure include the firm’s affiliations and other business activities: a principal co‑founded an industry research company and holds investments in several private ventures, and one advisor operates a separate registered advisory business; the firm states these relationships are not offered to clients to mitigate conflicts. The brochure also discloses that a principal devotes material time to outside businesses (15–20 hours weekly), that membership engagements generally require a one‑year commitment, and that the firm generally does not provide services for clients with more than $2 million in investable assets.

Client services

Financial planning

Expertise

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting

Fee options

Fixed

One-time meeting fee of $300; ongoing quarterly flat fees of $200 or $300 depending on investable assets.

Percentage

Less than $1 million - $1 million: $200/quarter Greater than $1 million but less than $2 million - $2 million: $300/quarter

Project-based

$250 per hour for additional meetings after initial one-time meeting.

Subscriptions

Quarterly fees of $200 or $300 depending on investable assets for Tilly Membership (ongoing financial planning).

Other

Fee-only: Flat fees for financial planning services: $200 or $300 per quarter depending on investable assets, $300 for initial one-time meeting, $250/hour for subsequent meetings within one year.

Main office location

Tilly, Inc.

601 St Mary's Street

Raleigh NC 27605, United States

Number of offices

3

Most active in

North Carolina · Ohio · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Robert M

Series 65

Raleigh, NC

Tilly, Inc.

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting

Chandler F

CFP®

Columbus, OH

Tilly, Inc.

Moneyfluent is a fee-only financial advisory firm focused on empowering Millennials to take charge of their financial future. We offer a personalized planning experience delivered through 3- and 6-month engagements, with plan implementation always included. Our typical client has a household income between $100k and $300k and less than $500k invested, and our services are specifically tailored to help individuals and couples at this stage of wealth-building. As a CERTIFIED FINANCIAL PLANNER®, Chandler specializes in empowering Millennials to launch their financial success with a planning process built around real-life goals—like buying your first home, tackling your student loans, planning for early retirement or a career shift, building your investments, growing your family, and traveling more! After serving as a partner at a boutique, retainer-based firm, she saw that Millennials needed a different approach: financial planning that’s comprehensive enough to tackle their complex goals, yet flexible and affordable enough to fit their lives. Chandler’s fresh approach marries the best of both worlds—offering expert partnership, hands-on implementation, and actionable strategies, all delivered in focused 3- to 6-month engagements for a one-time fee. You get the guidance, instruction, and setup that you need to move forward with confidence, without being locked into ongoing costs or planning models that weren't built for you. Chandler's process is clear and supportive: 1. Teach you to understand your money, inside and out. 2. Design a roadmap for the future you want. 3. Help you turn plans into action with hands-on implementation. Moneyfluent advocates for greater access to financial advice through short-term engagements and Free Friday Drop-Ins services. This purpose-driven business is powered by years of experience helping clients of all ages and net worths understand and improve their financial situation. While virtually serving clients nationwide, she calls downtown Columbus, Ohio, home. Beyond finance, Chandler's musical roots shine through with her involvement with The Harmony Project, a 500-voice choir fostering unity through the arts and community service.

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting HENRY (High Earners, Not Rich Yet) Married/Couples/Partners Gen Y/Millennials (Born 1980-1995)
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