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Firm

True Measure Wealth Management

Omaha, Nebraska

Fee-only

True Measure Wealth Management at a glance

  • One of 47 fee-only firms based in Nebraska in the Wellspent graph.
  • 1 advisor is listed here.
  • Its Form ADV reports 2 employees and 105 individual clients, 74 of them high net worth.
  • Its average account is about $706,000 (assets it manages divided by its 342 accounts).

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

Facts

Based inOmaha, Nebraska
Websitetruemeasure.com
Phone(402) 342-1400

True Measure Wealth Management fees

True Measure Wealth Management 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

Paid byPercentage of assets · Hourly · Fixed fees
Assets managed$242 million
Individual clients31
High-net-worth clients74
Accounts managed342
Employees2
Planning clients51-100
Registered withThe SEC (801-60778)
Financial planningOffered
Form ADV filedMarch 18, 2026
SEC recordCRD 116265

Advisors at this firm (1)