Trillium Valley Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
5
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
5
Average account size
$0
About
Trillium Valley Financial Planning is a single-advisor, fee-only registered investment adviser that provides hourly, as-needed financial planning and investment advice to individuals and families, including high-net-worth clients, with no stated asset or income minimums. Services are offered in defined formats — a brief Financial Checkup, targeted Financial Projects, and more comprehensive Financial Reviews — and the firm also conducts educational workshops and financial literacy classes.
The adviser’s approach emphasizes long-term financial planning and asset allocation, favoring buy-and-hold investment selection supported by research from Morningstar and the 7Twelve® portfolio model. Trillium Valley provides recommendations and implementation assistance but does not take custody of client assets or exercise discretionary trading authority; clients retain control and execute transactions with their chosen custodian.
Noteworthy for an independent sole practitioner, the firm regularly delivers public workshops and teaches personal finance at the university level as part of its practice, and the principal’s outside activities — including adjunct instruction and operating a small Pygora goat farm — are disclosed as part of his background. The firm also does not accept asset-based or performance-based compensation, instead billing on an hourly/project basis and avoiding ongoing portfolio management engagements.
Client services
Financial planning
Educational seminars or workshops
Expertise
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
General retirement planning
General estate planning guidance
Fee options
Flat fees based on anticipated hours for Financial Projects and Financial Reviews; Financial Checkup fee due in full after meeting; deposit of $500 or half estimated cost required for projects over three months
$200 per hour
Fee-only: Hourly rate of $200 per hour; no commissions or asset-based fees
Main office location
Trillium Valley Financial Planning
Sherwood OR, United States
Number of offices
1
Most active in
Trillium Valley Financial Planning has reported serving >5 clients in these states in the last 12 months.
Oregon
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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