Veyla Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
12
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
12
Average account size
$0
About
Treo Financial, LLC is a fee-only, holistic financial planning firm that provides personalized education and planning services to individuals and to businesses that sponsor employee education. The firm focuses on clients such as educators, nonprofit staff, entrepreneurs and contract workers and offers one-on-one financial advice alongside single- and multi-session education courses.
Its investment guidance is grounded in Modern Portfolio Theory and emphasizes low-cost, passive investments (index funds and ETFs), a long-term buy-and-hold approach, and periodic rebalancing. Treo provides actionable recommendations and written session recaps but does not implement, manage, or custody client assets—clients are responsible for carrying out the recommended strategies.
Treo is notable for centering its work on financial education and group training, including recorded course content, live-streamed office hours for enrolled participants, and course communication channels, rather than ongoing portfolio management. The firm also does not charge percentage-of-assets fees or accept third-party commissions, structuring engagements around discrete advisory and educational sessions.
Client services
Financial planning
Educational seminars or workshops
Expertise
Cash flow / budgeting
Debt management
General retirement planning
Occupation focus
Educators, Teachers, and Academics
Consultant
Demographic focus
Mid-Career Professionals
Fee options
Single session advising: $150-$175 per session; Multi session advising & coaching package: $400; Multiple session education course: $150; Business sponsored single session education class: $250-$400 depending on class size; Business sponsored multi session education course: $50-$75 per participant
Minimum fee: Single session fee of $150-$175 per session Fee-only: Fee-only financial planning, no commissions or performance fees
Main office location
Veyla Financial
Asheville NC, United States
Number of offices
2
Most active in
Veyla Financial has reported serving >5 clients in these states in the last 12 months.
North Carolina
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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