Firm
True Abundance Advisors
White Plains, New York
Fee-only
True Abundance Advisors at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 21 individual clients, 14 of them high net worth.
- Its average account is about $561,000 (assets it manages divided by its 57 accounts).
- Its ongoing planning fee starts at $10,000 a year, above the New York median of $3,600.
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | White Plains, New York |
|---|---|
| Website | trueabundanceadvisors.com |
| [email protected] | |
| Phone | (914) 222-0832 |
True Abundance Advisors fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $10,000 a year |
|---|---|
| Asset-based fee | 1.15% a year on the first tier of assets |
| Account minimum | $500,000 |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"The minimum annual fee is $10,000." source
"$0 - $500,000 1.15%" source
"In possession of at least $500,000 in investable assets" source
"Our fee, based upon assets under advisement , is listed in the schedule below." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Fixed fees |
|---|---|
| Assets managed | $32 million |
| Individual clients | 7 |
| High-net-worth clients | 14 |
| Accounts managed | 57 |
| Employees | 1 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-135816) |
| Financial planning | Offered |
| Form ADV filed | October 19, 2026 |
| SEC record | CRD 283860 |