Philip Tilp is a CFP-designated registered investment advisor at Trillium Valley Financial Planning, based in Sherwood, OR, with 16 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial Checkup — General review of overall financial situation and most immediate concerns, typically involving a two-hour meeting followed by a summary report, billed at an hourly rate of $200.
- Financial Projects — In-depth analysis of one or two specific financial issues, such as evaluating retirement readiness, estimating college funding needs, or reviewing investment alignment, billed at an hourly rate of $200 with a deposit of $500 or half the estimated cost.
- Financial Review — Comprehensive analysis of financial circumstances integrating multiple factors into a written plan, billed at an hourly rate of $200 with a deposit of $500 or half the estimated cost.
- Hourly Consulting — General financial planning advice and investment recommendations billed at $200 per hour.
Location
Sherwood, OR
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Philip is a co-owner and business manager of Trillium Valley Farm, a small farm operation raising pygora goats and selling related products since 1998. This non-investment related activity takes a significant amount of Philip's time outside of work hours.
Employment History
Current Registrations
Trillium Valley Financial Planning
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Kyle Green, CFPSherwood Wealth Management
- Charles Britton, CFPEdward Jones
- Annemarie Book, ChFC
- Terence White, ChFCState Farm Investment Management CORP.
- Matthew Horne, CFPJ.P. Morgan Securities LLC