Troy Williamson
TruePath Financial Planning · Albuquerque, New Mexico
Troy Williamson is a fee-only financial advisor at TruePath Financial Planning in Albuquerque, New Mexico. Troy charges hourly fees, a percentage of assets and a one-time planning fee ($250 an hour and 1% a year on the first tier of assets managed) and focuses on retirement planning and tax planning.
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Specialties
Facts
| Firm | TruePath Financial Planning |
|---|---|
| Based in | Albuquerque, New Mexico |
| Fee model | Hourly · Percentage of assets · One-time planning fee |
| Fees (firm's website) | $250 an hour · 1% a year on the first tier of assets managed |
| Assets under management | $36.7M across 215 accounts |
| SEC registration | Investment adviser representative in NM, TX · CRD 7414322 |
| Exams passed | Series 65 (2021) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.truepathfp.com |
How Troy's firm compares
- The hourly rate is $250, below the US median of $300 for fee-only firms that publish prices.
- TruePath Financial Planning's average account is about $171,000, from its Form ADV (assets managed divided by 215 accounts).
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Questions about Troy
Is Troy Williamson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Troy holds no broker registration, and TruePath Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Troy charge for financial advice?
Troy charges hourly fees, a percentage of assets and a one-time planning fee.
How much does Troy charge?
According to TruePath Financial Planning's website, checked October 30, 2026: $250 an hour; 1% a year on the first tier of assets managed.
Where is Troy Williamson based?
Troy Williamson is based in Albuquerque, New Mexico.
What does Troy specialize in?
Troy's specialties include retirement planning and tax planning.
Is Troy Williamson registered with the SEC?
Yes. Troy Williamson is registered as an investment adviser representative in NM and TX (CRD 7414322), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does TruePath Financial Planning manage?
TruePath Financial Planning reports $36.7M across 215 accounts in assets under management.
How do I contact Troy Williamson?
Through Troy's website, www.truepathfp.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
- TruePath 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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