True Equity Wealth Management LLC fees and pricing
Financial planner in Nashville, Tennessee. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 27, 2026, True Equity Wealth Management LLC charges a flat or project fee of $1,500, a monthly fee of $200-$750, and a quarterly fee of $600-$2,250 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500
“Ongoing Financial Planning consists of an upfront charge of $1,500 and an ongoing fee that is paid in arrears, either monthly or quarterly.”
- Monthly fee
- $200-$750/mo
“For clients paying monthly, the fee is $200-$750 per month.”
- Quarterly fee
- $600-$2,250/qtr
“For clients paying quarterly, the fee is $600-$2,250 per quarter.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How True Equity Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
- “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
- “An account may be terminated with written notice at least 30 calendar days in advance.”
How True Equity Wealth Management LLC’s fees compare
- Its flat or project fee of $1,500 is below the Tennessee median of $3,000. 26% of the 89 other Tennessee planners that publish a flat or project fee charge less.
- 3 of the 13 other planners in Nashville that publish a flat or project fee charge less.
About True Equity Wealth Management LLC
- Principal: Michael Shea
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Equity compensation
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 23
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $11,318,098
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 316790
- Phone
- (615) 861-1518
Can advise clients in 2 states: California, Tennessee
Other planners in Nashville that publish fees
- Aj AdvisorsNashville$300/hr, $500-$5,000
- Apple & Company, Inc.Nashville$200-$250/hr
- Brewer Financial StrategiesNashvilleUp to $5,000
- Cairn Financial GroupNashville$400/hr
- Davis, Davis and Conover Wealth Management, LLCNashville$250/hr, $1,500-$5,000
- Decker Wealth Management, LLCNashville$1,000-$10,000
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.