Trasatti Wealth Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$72,307,073
Total clients
59
39% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
59
Average account size
$1,225,544
About
Trasatti Wealth Planning, LLC provides comprehensive financial planning and investment management to individuals and families and, in addition to typical retail clients, serves charitable institutions, foundations and corporate pension or profit‑sharing plans. The firm offers both discretionary and non‑discretionary portfolio management alongside holistic planning across retirement, tax, estate and cash‑flow matters.
Investment strategies are custom‑designed through an Investment Policy Statement and may include mutual funds, ETFs, individual fixed‑income securities and options; accounts are monitored continuously with formal reviews at least quarterly and rebalancing when asset‑class weightings move materially from target. The adviser implements client‑specific restrictions, works to minimize tax consequences in rebalancing, and tailors portfolios to each client’s risk profile and objectives.
The principal holds accounting and advanced financial‑planning credentials (CPA and PFS), and the firm participates in a small RIA peer study group that meets regularly to review investments and practice management, which supplements the solo adviser model. Compared with many single‑advisor independent firms, its client mix that includes charitable and plan clients and its structured peer collaboration are distinguishing operational features.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Fee options
Fixed fee for comprehensive financial plan typically $10,000
$0 - $250,000.99: 1.20% $250,001.00 - $1,000,000.99: 1.00% $1,000,001.00 - $2,500,000.99: 0.80% $2,500,001.00+: 0.60%
$200 per hour for comprehensive financial planning
Fee-only: Financial planning fees charged as fixed fee, hourly fee, or monthly retainer fee
Main office location
Trasatti Wealth Planning, LLC
145 W Ostend St, Suite 600
Baltimore MD 21230, United States
Number of offices
1
Most active in
Trasatti Wealth Planning, LLC has reported serving >5 clients in these states in the last 12 months.
Maryland · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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