True Wealth Retirement Partners at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 22 individual clients, 6 of them high net worth.
- Its average account is about $196,000 (assets it manages divided by its 86 accounts).
- Its ongoing planning fee starts at $4,800 a year, above the Michigan median of $3,000.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Grand Rapids, Michigan |
|---|---|
| Website | truewealthrp.com |
| Phone | (616) 209-9552 |
Questions about True Wealth Retirement Partners
How much does True Wealth Retirement Partners charge?
True Wealth Retirement Partners publishes these prices: ongoing planning: from $4,800 a year. We found this on its website, checked October 28, 2026.
Does True Wealth Retirement Partners have an account minimum?
No. True Wealth Retirement Partners says it has no account minimum. We found this on its website, checked October 28, 2026.
How is True Wealth Retirement Partners paid?
True Wealth Retirement Partners's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does True Wealth Retirement Partners have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at True Wealth Retirement Partners.
What is the average account at True Wealth Retirement Partners?
True Wealth Retirement Partners's average account is about $196,000. That's the assets on its Form ADV divided by its 86 accounts.
What does True Wealth Retirement Partners specialize in?
True Wealth Retirement Partners's advisors and website list retirement planning, tax planning and flat-fee planning.
Is True Wealth Retirement Partners accepting new clients?
Yes, according to True Wealth Retirement Partners's website, checked October 28, 2026.
Does True Wealth Retirement Partners work with clients virtually?
Yes. True Wealth Retirement Partners's website says it works with clients virtually.
True Wealth Retirement Partners 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 $4,800 a year |
|---|---|
| Account minimum | None |
| How it charges | Flat fee · Ongoing planning fee · Percentage of assets |
In the firm's words
"$400 Monthly Flat Fee" source
"Comprehensive planning with no asset minimums" source
"A flat $400/month for comprehensive planning" source
"Optional investment management at 0.49% a year." 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $17 million |
| Individual clients | 16 |
| High-net-worth clients | 6 |
| Accounts managed | 86 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | July 1, 2026 |
| SEC record | CRD 333443 |