Firm
TrueWealth Solutions
Radnor, Pennsylvania
Fee-only
TrueWealth Solutions at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 16 individual clients, 3 of them high net worth.
- Its website says it's taking new clients.
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Radnor, Pennsylvania |
|---|---|
| Website | truewealthsolutionstws.com |
| Phone | (718) 710-5651 |
TrueWealth Solutions 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 $1,500 |
|---|---|
| Account minimum | None |
| How it charges | Flat fee · One-time plans or projects |
In the firm's words
"Projects begin at $1,500, with the final investment determined by the scope and complexity of the work." source
"There is no minimum amount of assets required to work with me." source
"Investment: $6,000 for individuals | $7,000 for couples" source
"We charge a flat fee for financial planning and coaching services." 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 | Fixed fees |
|---|---|
| Individual clients | 13 |
| High-net-worth clients | 3 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | April 20, 2026 |
| SEC record | CRD 327036 |