True Blue Financial, LLC fees and pricing
Financial planner in Stevensville, Michigan. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 11, 2026, True Blue Financial, LLC charges $200 an hour and a flat or project fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“True Blue Financial charges either an hourly fee of $200.00 or a fixed fee not to exceed $5,000 for financial planning and consulting services.”
- Flat or project fee
- $5,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How True Blue Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “At our sole discretion, the fee is negotiable depending on the scope, complexity, needs, and circumstances of the client, as well as the amount of time estimated to complete the requested services.”
- “Consulting fees are generally due in advance of the consultation.”
- “However, True Blue Financial does not require more than $1,200 six or more months in advance.”
How True Blue Financial, LLC’s fees compare
- Its hourly rate of $200 is below the Michigan median of $250. 16% of the 170 other Michigan planners that publish an hourly rate charge less.
- Its flat or project fee of $5,000 is above the Michigan median of $3,250. 61% of the 137 other Michigan planners that publish a flat or project fee charge less.
About True Blue Financial, LLC
“We offer broad-based and structured financial planning services. Financial planning will typically involve providing a variety of advisory services to clients regarding the management of their financial resources based on an analysis of their individual needs.”
- Principal: Compliance Officer
- Firm size: 4 employees.
- Credentials named in the brochure: CFP®, CPA, EA, ChFC®, and CFA.
- Registered as an adviser: 2025.
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 570
- Employees
- 4
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
- Assets managed
- $271,506,698
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 310841
- Phone
- (269) 982-2710
Can advise clients in 7 states: Arizona, Florida, Illinois, Indiana, Michigan, Ohio, Texas
Other planners in Michigan that publish fees
- 320 Life Financial PlanningHolland$250/hr
- 46 and 2 Investment Advisors, LLCTraverse City$200/hr
- 4Square Advisory Services, Inc.Fenton$150/hr, Up to $1,500
- A B L E Wealth Management Solutions LLCAnn Arbor$400/hr, $500
- Advance Wealth Management Service, LLCGrand Rapids$300/hr, $5,000
- Advisory Advocates LLCGrand Rapids$250-$1,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.