Firm
True Equity Wealth Management LLC
Nashville, Tennessee
Fee-only
True Equity Wealth Management LLC at a glance
- One of 180 fee-only firms based in Tennessee in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 23 individual clients, 5 of them high net worth.
- Its average account is about $174,000 (assets it manages divided by its 65 accounts).
- Its ongoing planning fee starts at $2,400 a year, below the Tennessee median of $4,200.
Fee-only advisors in Tennessee · What fee-only advisors charge in Tennessee
Facts
| Based in | Nashville, Tennessee |
|---|---|
| Website | trueequitywealth.com |
True Equity Wealth Management LLC 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 $2,400 a year |
|---|---|
| One-time plan | From $500 |
| How it charges | Percentage of assets · One-time plans or projects · Ongoing planning fee |
In the firm's words
"A subscription fee for ongoing financial planning starting at $200/month." source
"These plans start at $500 and can go up to $10,000" source
"These plans start at $500 and can go up to $10,000" source
"Investment management has an asset-based fee schedule associated with it" 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 | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $11 million |
| Individual clients | 18 |
| High-net-worth clients | 5 |
| Accounts managed | 65 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | January 27, 2026 |
| SEC record | CRD 316790 |