Treesa Financial Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
106
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
106
Very HighAverage account size
$0
About
Treesa Financial Planning serves individuals and families regardless of income or net worth, providing fee‑only financial planning and investment consultation services including comprehensive financial plans, retirement projections, annual or periodic reviews, and limited‑scope power planning sessions. The firm offers investment recommendations and implementation assistance but does not provide ongoing management of investment accounts and does not accept custody of client funds.
The firm’s investment analysis draws on technical, fundamental, and cyclical methods and typically favors a globally diversified, core‑and‑satellite approach that blends passive index holdings with active satellite positions; fund selection emphasizes factors such as investment philosophy, historical performance, cost, and manager depth. Recommendations are delivered for clients to implement with their chosen custodians, and compensation is structured through hourly and fixed fees rather than percentage‑of‑assets arrangements.
Noteworthy for a solo independent adviser, Treesa explicitly avoids discretionary portfolio management and AUM‑based billing, and offers short, fixed‑scope offerings (a 45‑minute initial consultation and 90‑minute power planning sessions) alongside ongoing, non‑custodial support. The firm also provides paraplanning services to unaffiliated registered investment advisers for compensation, discloses that it receives no commissions or third‑party payments, and makes services available without minimum account, income, or net worth requirements.
Client services
Financial planning
Expertise
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
General retirement planning
Income planning
Fee options
Power planning sessions fixed fee of $700; comprehensive financial plan $2,500 to $5,000; investment consultation $1,250 to $2,000; retirement projections $1,500 to $2,500; annual or periodic review $750 to $1,500; continuous services $400 to $800 per quarter
$250 per hour billed in six-minute increments
Fee-only: Hourly fees of $250 per hour billed in six-minute increments; fixed fees such as $700 for power planning sessions; estimated fees for comprehensive financial plans range from $2,500 to $5,000; other fixed fee ranges provided for various services.
Main office location
Treesa Financial Planning, LLC
Closter NJ, United States
Number of offices
1
Most active in
Treesa Financial Planning, LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey · New York
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
Quick links
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