Truewealth Solutions
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
TrueWealth Solutions serves individuals, couples, and families with fee-only financial planning, project-based planning, and short-term financial coaching engagements. The firm offers one-time comprehensive plans, a combined planning-and-coaching program, and an ongoing quarterly planning relationship for clients who want continuing advice and accountability.
The adviser provides non-discretionary recommendations only and does not manage client assets, take custody of funds, or execute trades; implementation of recommendations is left to clients and their chosen custodians. When making investment recommendations as part of planning, the firm relies on principles such as asset allocation, passive investment strategies, and Modern Portfolio Theory, and conducts periodic rather than continuous portfolio reviews.
Notable differences from many peers include offering educational seminars and speaking engagements in addition to client planning services, and operating entirely on fixed fees rather than percentage-of-assets-under-management arrangements. The firm recently formalized a quarterly ongoing-planning offering, provides clients complimentary access to planning and budgeting software, and includes a proprietary values-and-vision framework with planning and coaching engagements, while maintaining a relatively small client base for more focused service.
Client services
Expertise
Fee options
Fixed flat fees: Financial Planning $1,500-$7,000; Project-Based Financial Planning starting at $1,500; Financial Coaching $3,000-$4,000; Comprehensive Planning & Coaching $4,500-$10,000; Educational Seminars $2,500-$5,000 per seminar; Ongoing Planning quarterly fee $500-$700 for individuals, $600-$800 for couples.
Ongoing financial planning relationship charged a fixed quarterly fee ranging from $500 to $700 per quarter for individuals, $600 to $800 per quarter for couples.
Fee-only: Fixed fees ranging from $1,500 to $10,000 for financial planning, coaching, and combined planning & coaching programs; ongoing financial planning relationship charged at a fixed quarterly fee ranging from $500 to $800 depending on client type and complexity.
Main office
201 King of Prussia Road
Radnor PA 19087
Advisors at this office
1
Most active in
California · Pennsylvania
Also doing business as
Truewealth Solutions · Truewealth Solutions, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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