Treo Financial is a fee-only financial planning firm specializing in personalized financial education and advice. Treo Financial offers single and multi-session education classes, office hours for enrolled students, and one-on-one financial advice sessions. Treo Financial tailors its services to each client's unique objectives, focusing on helping individuals doing good work in the world feel financially secure.
Assets Under ManagementN/A
Clients12
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- One-hour financial advising session — $150-$175, includes a written summary of the conversation.
- Financial advising and coaching package — $400, includes one financial advising session with a write-up and three support calls.
- Multiple session education course — $150, includes four 1.5-hour classes, recordings, access to a Slack channel, and one hour of office hours.
- Business-sponsored single session education class — $250-$400 depending on class size, includes one 1.5-hour class for employees.
- Business-sponsored multi-session education course — $50-$75 per participant (price decreases with volume), includes four 1.5-hour classes, access to a Slack channel, and one hour of office hours.
One-Time Plan:$150 - $400
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