Truly Prosper Financial Planning at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 30 individual clients, 24 of them high net worth.
- Its average account is about $385,000 (assets it manages divided by its 184 accounts).
- Its ongoing planning fee starts at $15,000 a year, above the Ohio median of $3,000.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Dublin, Ohio |
|---|---|
| Website | trulyprosperfp.com |
| [email protected] | |
| Phone | (614) 259-7737 |
Questions about Truly Prosper Financial Planning
How much does Truly Prosper Financial Planning charge?
Truly Prosper Financial Planning publishes these prices: ongoing planning: from $15,000 a year. We found this on its website, checked October 28, 2026.
How is Truly Prosper Financial Planning paid?
Truly Prosper Financial Planning's Form ADV says it is paid by: hourly, fixed fees.
How many advisors does Truly Prosper Financial Planning have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Truly Prosper Financial Planning.
What is the average account at Truly Prosper Financial Planning?
Truly Prosper Financial Planning's average account is about $385,000. That's the assets on its Form ADV divided by its 184 accounts.
What does Truly Prosper Financial Planning specialize in?
Truly Prosper Financial Planning's advisors and website list flat-fee planning, retirement planning, tax planning and estate & legacy planning.
Is Truly Prosper Financial Planning accepting new clients?
Yes, according to Truly Prosper Financial Planning's website, checked October 28, 2026.
Does Truly Prosper Financial Planning work with clients virtually?
Yes. Truly Prosper Financial Planning's website says it works with clients virtually.
Truly Prosper Financial Planning fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $15,000 a year |
|---|---|
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"Flat fee of $15,000 per year, paid quarterly" source
"Flat fee of $15,000 per year, paid quarterly" source
"Flat fee of $15,000 per year, paid quarterly" source
"Flat fee of $15,000 per year, paid quarterly" 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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $71 million |
| Individual clients | 6 |
| High-net-worth clients | 24 |
| Accounts managed | 184 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 310549 |