Kahlilah Dowe
TrueWealth Solutions · Radnor, Pennsylvania
Kahlilah Dowe is a fee-only financial advisor at TrueWealth Solutions in Radnor, Pennsylvania, who holds the CFP credential. Kahlilah charges a flat fee or retainer and a one-time planning fee (one-time plans from $1,500 and no asset minimum) and focuses on flat-fee planning, retirement planning and tax planning.
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Specialties
Facts
| Firm | TrueWealth Solutions |
|---|---|
| Based in | Radnor, Pennsylvania |
| Fee model | Flat fee or retainer · One-time planning fee |
| Fees (firm's website) | One-time plans from $1,500 · No asset minimum |
| Accepting new clients | Yes |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, PA · CRD 5266363 |
| Exams passed | Series 63 (2007) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | truewealthsolutionstws.com |
| Profile |
How Kahlilah's firm compares
- A one-time plan starts at $1,500, below the Pennsylvania median of $1,695 for fee-only firms that publish prices.
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Questions about Kahlilah
Is Kahlilah Dowe a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kahlilah holds no broker registration, and TrueWealth Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kahlilah charge for financial advice?
Kahlilah charges a flat fee or retainer and a one-time planning fee.
How much does Kahlilah charge?
According to TrueWealth Solutions's website, checked October 30, 2026: one-time plans from $1,500; no asset minimum.
Where is Kahlilah Dowe based?
Kahlilah Dowe is based in Radnor, Pennsylvania.
What does Kahlilah specialize in?
Kahlilah's specialties include flat-fee planning, retirement planning, tax planning and estate & legacy planning.
What credentials does Kahlilah Dowe hold?
Kahlilah Dowe holds the CFP credential.
Is Kahlilah Dowe registered with the SEC?
Yes. Kahlilah Dowe is registered as an investment adviser representative in CA and PA (CRD 5266363), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How do I contact Kahlilah Dowe?
Through Kahlilah's website, truewealthsolutionstws.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
- TrueWealth Solutions 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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