True Fiduciary Financial Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 2, 2022. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$5,000

“The negotiated fixed rate for creating client financial plans is between $1,000 and $5,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How True Fiduciary Financial Advisors, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “These fees are negotiable, and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Fees charged are negotiable based upon the type of client, the complexity of the client's situation, the relationship of the client with the investment advisor representative, and the other services that TFFA may provide to the client.”
• “Clients may terminate the agreement without penalty for a full refund of TFFA's fees within five business days of signing the Investment Advisory Contract.”

How True Fiduciary Financial Advisors, LLC’s fees compare

• Its flat or project fee of $1,000-$5,000 spans the Arizona median of $3,100. 45% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 17 of the 47 other planners in Scottsdale that publish a flat or project fee charge less.

About True Fiduciary Financial Advisors, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Founded: 2021 (5 years).

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

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

317770

Website

TFFAdvisors.com (opens in new tab)

Phone

(602) 301-0172

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