Tilly
Investing
Why pick this one
Tilly provides one-on-one financial consultations with a dedicated CFP® at a low fixed fee and emphasizes fiduciary responsibility.
Best for
- individuals seeking affordability in financial planning
- clients wanting unbiased, commission-free advice
Look elsewhere if
- those looking for in-person consultations
- individuals needing immediate large-scale financial management
Specialties
- one-on-one financial consultations
- customized wealth management strategy
- ongoing financial advice
Certifications
- CFP®
What makes them different
- fee-only fiduciary, ensuring advice is unbiased
- low fixed fees for financial services
- dedicated CFP® for each client
- does not accept commissions
- utilizes financial planning software, RightCapital
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 601 St Marys St, Raleigh, NC 27605-1703
- Phone
- +19196301992
- Website
- https://asktilly.com/
- info@asktilly.com
Services
- financial planning
- investment advisory