True Riches Financial Planning at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 7 individual clients, 3 of them high net worth.
- Its average account is about $143,000 (assets it manages divided by its 32 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Denver, Colorado |
|---|---|
| Website | truerichesfp.com |
| [email protected] | |
| Phone | (720) 303-2175 |
Questions about True Riches Financial Planning
How is True Riches Financial Planning paid?
True Riches Financial Planning's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does True Riches Financial Planning have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at True Riches Financial Planning.
What is the average account at True Riches Financial Planning?
True Riches Financial Planning's average account is about $143,000. That's the assets on its Form ADV divided by its 32 accounts.
What does True Riches Financial Planning specialize in?
True Riches Financial Planning's advisors and website list equity compensation, physicians & residents, student loans and tax planning.
Is True Riches Financial Planning accepting new clients?
Yes, according to True Riches Financial Planning's website, checked October 28, 2026.
Does True Riches Financial Planning work with clients virtually?
Yes. True Riches Financial Planning's website says it works with clients virtually.
True Riches Financial Planning fees
True Riches Financial Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee. 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 by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $5 million |
| Individual clients | 4 |
| High-net-worth clients | 3 |
| Accounts managed | 32 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | July 10, 2026 |
| SEC record | CRD 333004 |