Complete Financial Coordination | ONE Flat Fee
True Riches is Fee-Only, which means the ONLY way we are compensated is from the flat fee we agree to with our clients. Our fee model is designed to avoid as many conflicts-of-interest as possible, rather than merely disclosing them in a jargon-filled legal document.
We offer 1-time comprehensive financial plans or ongoing Household CFO services.
Ongoing fees start at $1,000/quarter and are based on complexity. Use the easy-to-use calculator below to estimate your ongoing quarterly flat fee!*
Your fee will populate at the top of the calculator once you input anything into the form.
Fill out the form below to get your estimate
What is your approximate level of Investible Assets? (EXCLUDE any real-estate or privately-held investments/businesses)
- After-Tax Accounts (Checking/Savings, CDs, Treasury Bonds, Vested Stock Options, and Brokerage Accounts, including Vested RSUs & ESPP shares)
- Retirement Accounts (401k's, 403b's, IRAs [Roth + Traditional], ESOPs)
- Other Accounts (HSAs, Deferred Compensation Plans, 529s, Donor-Advised Funds, Cash-Value of Life Insurance, Contract Value of Annuities)
Fees for ongoing services increase 3% every 12 months, absent a major change in your financial complexity.
While we hope to partner together for the decades to come, our agreement can be terminated at any time with 15-days notice – no lock-ups or surrender fees here!
*Exact pricing will be determined during our Alignment Meeting, prior to you signing an agreement to work with us.
Solely in need of a 1-time comprehensive financial plan or checkup?
We offer 1-time comprehensive financial plans over a 4-month period for $4,500 or project-based planning work at a $300 hourly rate.
