Trillium Wealth, LLC is registered with the Securities and Exchange Commission (SEC) as an investment adviser. This document helps you understand our services, fees, and obligations.
Download Form CRS (PDF)February 26, 2026
Trillium Wealth, LLC ("Trillium") is registered with the Securities and Exchange Commission (SEC) as an investment adviser.
Brokerage and investment advisory services and fees differ and it is important for you, our client, to understand the differences. Free and simple tools are available to you so you can research firms and financial professionals at: Investor.gov/CRS. This website also provides educational materials about broker-dealers, investment advisers, and investing.
The principal services our firm offers include investment management services, comprised of portfolio management and financial planning, to retail investors. Investment management services are provided on a discretionary basis, which means that we can make changes to your portfolio without first obtaining your express prior permission. We regularly monitor your investment accounts and make investment changes when necessary. Our firm does not impose an account minimum. We do not offer proprietary products or wrap fee programs.
When we manage your assets, we act as a fiduciary, which means that we must prudently take care of your money and must, at all times, act for your benefit.
You can find a more detailed description of our services in our Form ADV Part 2A by searching for our Firm's name here: adviserinfo.sec.gov.
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Our Investment Management fees are based on a percentage of Assets under Management ranging up to 1.75% annualized or may be charged as a fixed fee ranging from $5,000 - $100,000 annualized at the election of the client. Asset Management fees are paid monthly or quarterly in advance and debited to your account.
In addition to the fees we charge, you may also pay Transaction Fees and fees charged by individual Mutual Funds, Separate Account Managers or Variable Annuities.
You will pay fees and costs whether you make or lose money on your investments. Fees and costs will reduce any amount of money you make on your investments over time. Please make sure you understand what fees and costs you are paying. You can find more detailed information about fees in our Form ADV Part 2A by searching for our Firm's name here: adviserinfo.sec.gov.
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When we act as your investment adviser, we have to act in your best interest and not put our interest ahead of yours. At the same time, the way we make money creates a conflict with your interests. You should understand and ask us about these conflicts because they can affect the investment advice we provide you. Here are some examples to help you understand what this means.
Example: Some of our financial professionals are licensed as insurance agents. In addition to our services, your financial professional will offer you insurance products in their separate capacity as an insurance agent. The fees charged for the implementation of insurance products are separate from our advisory fees, where your financial professional will earn commission-based compensation for the implementation of an insurance product. Therefore, there is a financial incentive to recommend that you implement insurance through our financial professionals.
Example: Certain owners and affiliates of Trillium also own or are employed by Trillium Tax, LLC, Trillium Insurance, LLC, and Trillium Business Advisory, LLC. Owners and affiliates of Trillium may be compensated through the related entities. Clients are under no obligation to work with any of these affiliated entities.
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Our financial professionals are paid either a salary, or a portion of the fee we charge you after our expenses are paid. Individuals compensated via a portion of the fee we charge you may receive a percentage of the fee you pay based on their participation in servicing and advising your accounts.
No, neither our firm, nor any of our Advisory Affiliates have a disciplinary history. Visit Investor.gov/CRS for a free and simple search tool to research our firm and our financial professionals.
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You can obtain additional up-to-date information and/or request a copy of the relationship summary by calling: (321) 295-8492 or emailing us at: compliance@trillium-wealth.com
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