Firm
TruePath Financial Planning
Albuquerque, New Mexico
Fee-only
TruePath Financial Planning at a glance
- One of 29 fee-only firms based in New Mexico in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 3 employees and 77 individual clients, 13 of them high net worth.
- Its average account is about $171,000 (assets it manages divided by its 215 accounts).
Facts
| Based in | Albuquerque, New Mexico |
|---|---|
| Website | truepathfp.com |
| Phone | (505) 797-7765 |
TruePath 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.
| Hourly | $250 an hour |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Hourly · Percentage of assets · One-time plans or projects |
In the firm's words
"Hourly rate of $250." source
"1% of Assets Under Management" source
"Hourly rate of $250. Total cost based on complexity of plan." 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 | $37 million |
| Individual clients | 64 |
| High-net-worth clients | 13 |
| Accounts managed | 215 |
| Employees | 3 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | April 21, 2026 |
| SEC record | CRD 144118 |