Firm
truFP
Cumming, Georgia
Fee-only
truFP at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 4 advisors are listed here.
- Its Form ADV reports 8 employees and 820 individual clients, 120 of them high net worth.
- Its average account is about $159,000 (assets it manages divided by its 2,645 accounts).
- Its ongoing planning fee starts at $2,000 a year, below the Georgia median of $5,000.
- Its website says it's taking new clients.
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Cumming, Georgia |
|---|---|
| Website | trufp.com |
| Phone | (770) 205-4394 |
truFP 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 $2,000 a year |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"They range from $2,000 to $8,000 as of 2026." source
"we use a tiered schedule which begins at 1% for the first $250,000" source
"They range from $2,000 to $8,000 as of 2026." source
"we use a tiered schedule which begins at 1% for the first $250,000" 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $422 million |
| Individual clients | 700 |
| High-net-worth clients | 120 |
| Accounts managed | 2,645 |
| Employees | 8 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-117561) |
| Financial planning | Offered |
| Form ADV filed | March 3, 2026 |
| SEC record | CRD 299212 |