# Trillium Valley Financial Planning

> Trillium Valley Financial Planning is a state-registered investment advisory firm, registered since 2010, with no regulatory assets under management reported in its Form ADV filing dated April 6, 2026.

- CRD: 151626
- Filed as: TRILLIUM VALLEY FINANCIAL PLANNING
- Legal name: Trillium Valley Financial Planning, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Oregon
- Filing period: October 2026
- Form ADV filing dated: April 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/151626
- AdvisorCensus page: https://advisorcensus.com/firm/trillium-valley-financial-planning-151626

## Quick answers

**How is Trillium Valley Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Trillium Valley Financial Planning reports these compensation arrangements: hourly charges.

**Is Trillium Valley Financial Planning registered with the SEC or a state?**
Trillium Valley Financial Planning is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 151626.

**Does Trillium Valley Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/151626

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges

### Advisory services (Item 5.G)
- Financial planning services
- Educational seminars/workshops

### Firm details
- Registered since: 2010 (16 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- trilliumvalleyfp.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Trillium Valley Financial Planning (CRD 151626): Form ADV filing data as of October 2026.