Rachael Burns
True Worth Financial Planning · Granite Bay, California
Rachael Burns is a fee-only financial advisor at True Worth Financial Planning in Granite Bay, California, who holds the CFP credential. Rachael charges a percentage of assets and a one-time planning fee (one-time plans from $5,000 and a $1,000,000 asset minimum) and focuses on divorce financial planning.
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Specialties
Who they serve
- Divorced individuals
Facts
| Firm | True Worth Financial Planning |
|---|---|
| Based in | Granite Bay, California |
| Fee model | Percentage of assets · One-time planning fee |
| Fees (firm's website) | One-time plans from $5,000 · A $1,000,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $25M across 85 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 5321499 |
| Exams passed | Series 66 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | trueworthfp.com |
| Profile |
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Questions about Rachael
Is Rachael Burns a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rachael holds no broker registration, and True Worth Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Rachael charge for financial advice?
Rachael charges a percentage of assets and a one-time planning fee.
How much does Rachael charge?
According to True Worth Financial Planning's website, checked October 30, 2026: one-time plans from $5,000; a $1,000,000 asset minimum.
Where is Rachael Burns based?
Rachael Burns is based in Granite Bay, California.
What does Rachael specialize in?
Rachael's specialties include divorce financial planning. Rachael works with divorced individuals.
What credentials does Rachael Burns hold?
Rachael Burns holds the CFP credential.
Is Rachael Burns registered with the SEC?
Yes. Rachael Burns is registered as an investment adviser representative in CA (CRD 5321499), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does True Worth Financial Planning manage?
True Worth Financial Planning reports $25M across 85 accounts in assets under management.
How do I contact Rachael Burns?
Through Rachael's website, trueworthfp.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
- True Worth Financial Planning 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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