Trasatti Wealth Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$61,502,813
Clients
59
39% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
59
Very HighAverage account size
$1,042,421
About
Trasatti Wealth Planning is a single-advisor registered investment adviser that provides comprehensive financial planning and investment management to individuals and high-net-worth clients. In addition to individual clients, the firm also serves corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and trust programs.
The firm custom-designs portfolios and works with clients to develop written Investment Policy Statements, offering both discretionary and non-discretionary management alongside financial planning services. Portfolios typically use mutual funds, ETFs and individual fixed-income securities, are monitored continuously with formal reviews at least quarterly, and are rebalanced with attention to minimizing tax consequences when allocations drift from target ranges.
The firm’s principal holds CPA and Personal Financial Specialist (PFS) credentials, and the practice manages roughly $72 million across a limited number of client relationships, a mix that includes institutional and tax-sensitive clients alongside individuals. The adviser also participates in a small RIA study group that meets regularly to discuss investments and practice management, a collaborative input that supplements the firm’s internal research and planning processes.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Cash flow / budgeting
Fee options
Fixed fee for comprehensive financial planning: $10,000.
$0 - $250,000.99: 1.20% $250,001.00 - $1,000,000.99: 1.00% $1,000,001.00 - $2,500,000.99: 0.80% $2,500,001.00+: 0.60%
$200 per hour for financial planning services.
Monthly retainer fee of $500 for financial planning services.
Fee-only: Fixed fee for financial planning services: $10,000 generally for a six month term; Hourly fee: $200 per hour; Monthly retainer fee for financial planning services: $500 per month with a minimum three month term.
Main office location
Trasatti Wealth Planning, LLC
145 W Ostend St, Suite 600
Baltimore MD 21230, United States
Number of offices
1
Most active in
Trasatti Wealth Planning, LLC has reported serving >5 clients in these states in the last 12 months.
Maryland · Virginia
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")