Tilly, Inc.

Overview

Tilly, Inc. is a small corporate-structured advisory firm owned by an individual and centered on financial planning services. Its billing model is fee-for-service, using hourly charges and fixed fees rather than percentage-based asset fees. The firm is not registered as an active ESG investor, does not present itself as a pension consultant, and does not operate as a multi-state adviser according to the available data. The firm’s classification in the dataset is unclassified, and it is not listed as a capital allocator. Its stated advisory activity is financial planning, which suggests the primary client interaction is advice and planning engagements rather than an emphasis on large-scale discretionary asset management teams.

Assets & Accounts

Investments & Alternatives

Location & Offices