Jarrett Sharp
TrueInsights CFO · Erie, Colorado
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).
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Who they serve
- Founders
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 |
| Assets under management | $1.8M across 35 accounts |
| SEC registration | Investment adviser representative in CA, CO, FL, GA, NC, TX · CRD 7187369 |
| Exams passed | Series 65 (2021) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | trueinsightscfo.com |
| Profile |
How Jarrett's firm compares
- Ongoing planning starts at $36,000 a year, above the Colorado median of $6,000 for fee-only firms that publish prices.
- A one-time plan starts at $250, below the Colorado median of $2,500 for fee-only firms that publish prices.
- The hourly rate is $150, below the Colorado median of $290 for fee-only firms that publish prices.
- TrueInsights CFO's average account is about $51,000, from its Form ADV (assets managed divided by 35 accounts).
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Questions about Jarrett
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- TrueInsights CFO website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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