Treeline Financial Planning

Overview

Treeline Financial Planning is a small, independent Registered Investment Adviser that focuses on individual and family clients. The firm combines financial planning with portfolio management for individuals and small businesses, and it offers pension consulting services on a limited basis. Its fee model blends a percentage-of-assets approach with fixed fees, which suggests a mix of ongoing advisory relationships and one-off planning engagements. Investment activity is concentrated in equity markets: Treeline shows a clear preference for exchange-traded equities as the primary vehicle for client exposure. Most client relationships are managed on a discretionary basis, indicating the advisors make day-to-day investment decisions for clients who have granted that authority. The firm does not identify as an active ESG investor and is structured as an owner-operated LLC rather than a multi-state or institutional allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices