Firm
Truvine Financial
Moorestown, New Jersey
Fee-only
Truvine Financial at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 1 advisor is listed here, who holds the ChFC.
- Its Form ADV reports 1 employee and 25 individual clients, 4 of them high net worth.
- Its average account is about $347,000 (assets it manages divided by its 25 accounts).
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Moorestown, New Jersey |
|---|---|
| Website | truvinefinancial.com |
| Phone | (215) 858-8448 |
Truvine Financial fees
Truvine 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 · Hourly |
|---|---|
| Assets managed | $9 million |
| Individual clients | 21 |
| High-net-worth clients | 4 |
| Accounts managed | 25 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 17, 2026 |
| SEC record | CRD 297939 |