# Jarrett Sharp

> Jarrett Sharp is a fee-only financial advisor at TrueInsights CFO in Erie, Colorado. Jarrett charges an ongoing planning fee, a one-time planning fee, hourly fees and a flat fee or retainer (ongoing planning from $36,000 a year and one-time plans from $250).

Page: https://find.wellspent.co/advisors/jarrett-sharp/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** TrueInsights CFO
- **Based in:** Erie, Colorado
- **Fee model:** Ongoing planning fee; One-time planning fee; Hourly; Flat fee or retainer
- **Fees (firm's website):** ongoing planning from $36,000 a year; one-time plans from $250; $150 an hour
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.8M across 35 accounts
- **Works with:** Founders
- **CRD:** 7187369 (https://adviserinfo.sec.gov/individual/summary/7187369)
- **SEC registration:** Investment adviser representative in CA, CO, FL, GA, NC, TX
- **Exams passed:** Series 65 (2021)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://trueinsightscfo.com/

## Frequently asked questions

### Is Jarrett Sharp a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jarrett holds no broker registration, and TrueInsights CFO reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jarrett charge for financial advice?

Jarrett charges an ongoing planning fee, a one-time planning fee, hourly fees and a flat fee or retainer.

### How much does Jarrett charge?

According to TrueInsights CFO's website, checked October 30, 2026: ongoing planning from $36,000 a year; one-time plans from $250; $150 an hour.

### Where is Jarrett Sharp based?

Jarrett Sharp is based in Erie, Colorado.

### Is Jarrett Sharp registered with the SEC?

Yes. Jarrett Sharp is registered as an investment adviser representative in CA, CO, FL, GA, NC and TX (CRD 7187369), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does TrueInsights CFO manage?

TrueInsights CFO reports $1.8M across 35 accounts in assets under management.

### How do I contact Jarrett Sharp?

Through Jarrett's website, trueinsightscfo.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7187369): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://trueinsightscfo.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.