True Financial Group

True Financial Group at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 2 advisors are listed here; all hold the CFP.
• Its Form ADV reports 2 employees and 667 individual clients, 149 of them high net worth.
• Its average account is about $190,000 (assets it manages divided by its 2,148 accounts).

Fee-only advisors in Texas · What fee-only advisors charge in Texas

Facts

True Financial Group fees

True Financial Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

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

Advisors at this firm (2)

• Marie Freemyer

  CFP

• Scott Brischke

  CFP

Other fee-only firms in Cedar Park

• Versai Wealth Management
• White River Investments
• III Financial, LLC
• Larson Financial Advisors
• Momentum Private Wealth Management LLC
• Resonance Financial
• SAN Gabriel Capital
• Sovereign Asset Advisors

Fee-only advisors in Texas