Firm
TruePath Financial
Albuquerque, New Mexico
Fee-only
TruePath Financial at a glance
- One of 29 fee-only firms based in New Mexico in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 131 individual clients, 32 of them high net worth.
- Its average account is about $277,000 (assets it manages divided by its 297 accounts).
Facts
| Based in | Albuquerque, New Mexico |
|---|---|
| [email protected] | |
| Phone | (505) 797-7765 |
TruePath Financial fees
TruePath Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 · Fixed fees |
|---|---|
| Assets managed | $82 million |
| Individual clients | 99 |
| High-net-worth clients | 32 |
| Accounts managed | 297 |
| Employees | 2 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | September 4, 2026 |
| SEC record | CRD 336137 |