Truly Unbiased LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Truly Unbiased LLC provides financial planning and consulting to individuals, high‑net‑worth clients, and business entities through either ongoing flat‑fee engagements or project‑based hourly work. The firm does not manage or custody client investment accounts and reports $125 million in client assets under advisement as of January 1, 2026.
Its advice is delivered through tailored financial plans that consider cash flow, net worth, employer benefits, tax and estate issues, and other client goals, with recommendations documented and updated as situations change. Ongoing clients typically receive monthly meetings for the first three months and then one to two meetings per quarter, plus phone/email check‑ins and deliverables maintained in a dedicated Google Drive.
Noteworthy for a solo independent adviser, Truly Unbiased operates on a primarily non‑discretionary basis (it explicitly disclaims investment management and brokerage services) and charges flat recurring fees or hourly project fees rather than percentage‑of‑AUM fees. The firm also discloses firm‑level assets under advisement in its brochure and relies on digital delivery and client‑implemented execution, practices that differ from many peers.
Client services
Expertise
Fee options
$250 per hour for project-based financial planning services.
Fee-only: Ongoing fixed fee basis for financial planning services; no more than $3,000 per month for first three months, then no more than $1,500 per month subsequently; billed quarterly in arrears.
Main office
Aliso Viejo CA
Advisors at this office
1
Most active in
California · Texas
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
Quick links
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