Brian Tegtmeyer
Truly Prosper Financial Planning · Dublin, Ohio
Brian Tegtmeyer is a fee-only financial advisor at Truly Prosper Financial Planning in Dublin, Ohio, who holds the CFP credential. Brian charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $15,000 a year) and focuses on flat-fee planning, retirement planning and tax planning.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Truly Prosper Financial Planning |
|---|---|
| Based in | Dublin, Ohio |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $15,000 a year |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $70.8M across 184 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 7298322 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | trulyprosperfp.com |
| Profile |
How Brian's firm compares
- Ongoing planning starts at $15,000 a year, above the Ohio median of $3,000 for fee-only firms that publish prices.
- Truly Prosper Financial Planning's average account is about $385,000, from its Form ADV (assets managed divided by 184 accounts).
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Questions about Brian
Is Brian Tegtmeyer a fee-only financial advisor?
Yes. Brian Tegtmeyer is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Brian's firm.
How does Brian charge for financial advice?
Brian charges a flat fee or retainer and an ongoing planning fee.
How much does Brian charge?
According to Truly Prosper Financial Planning's website, checked October 28, 2026: ongoing planning from $15,000 a year.
Does Brian work with clients virtually?
Yes. Truly Prosper Financial Planning says on its website that it works with clients remotely.
Where is Brian Tegtmeyer based?
Brian Tegtmeyer is based in Dublin, Ohio.
What does Brian specialize in?
Brian's specialties include flat-fee planning, retirement planning, tax planning and estate & legacy planning. Brian works with pre-retirees and retirees.
What credentials does Brian Tegtmeyer hold?
Brian Tegtmeyer holds the CFP credential.
Is Brian Tegtmeyer registered with the SEC?
Yes. Brian Tegtmeyer is registered as an investment adviser representative in OH (CRD 7298322), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Truly Prosper Financial Planning manage?
Truly Prosper Financial Planning reports $70.8M across 184 accounts in assets under management.
How do I contact Brian Tegtmeyer?
Through Brian's website, trulyprosperfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Truly Prosper Financial Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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