Firm
TrueInsights CFO
Erie, Colorado
Fee-only
TrueInsights CFO at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 14 individual clients, 2 of them high net worth.
- Its average account is about $51,000 (assets it manages divided by its 35 accounts).
- Its ongoing planning fee starts at $36,000 a year, above the Colorado median of $6,000.
- Its hourly rate of $150 is below the Colorado median of $290.
- Its website says it's taking new clients.
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Erie, Colorado |
|---|---|
| Website | trueinsightscfo.com |
| Phone | (720) 223-0900 |
TrueInsights CFO 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.
| Ongoing planning | From $36,000 a year |
|---|---|
| One-time plan | From $250 |
| Hourly | $150 an hour |
| How it charges | Ongoing planning fee · One-time plans or projects · Hourly · Flat fee |
In the firm's words
"TrueInsights CFO, fractional From $36,000/year" source
"Business Formation $250" source
"Books Cleanup $150/hour" source
"Your ongoing monthly rate starts at $3,000" 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 · Fixed fees |
|---|---|
| Assets managed | $2 million |
| Individual clients | 12 |
| High-net-worth clients | 2 |
| Accounts managed | 35 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | May 18, 2026 |
| SEC record | CRD 330048 |