Firm
True Worth Financial Planning
Granite Bay, California
Fee-only
Facts
| Based in | Granite Bay, California |
|---|---|
| Website | trueworthfp.com |
| Phone | (530) 305-3452 |
True Worth Financial Planning fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $5,000 |
|---|---|
| Account minimum | $1,000,000 |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"$5,000" source
"Have $1 million or more in liquid assets (not including the value of your home)." 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 | $25 million |
| Individual clients | 21 |
| Financial planning | Offered |
| Form ADV filed | January 22, 2026 |
| SEC record | CRD 309744 |