True Financial Group fees and pricing
Financial planner in Cedar Park, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, True Financial Group charges a flat or project fee of $500-$2,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$2,000
“Flat fees range from $500 to $2,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How True Financial Group bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Upon notice of termination our firm will process a pro-rata refund of the unearned portion of the advisory fees charged in advance at the beginning of the month.”
- “Clients will receive a pro-rata refund of unearned fees based on the time and effort expended by our firm.”
- “Clients will be charged on a pro-rata basis, which takes into account work completed by our firm on behalf of the client.”
How True Financial Group’s fees compare
- Its flat or project fee of $500-$2,000 is below the Texas median of $3,850. 13% of the 401 other Texas planners that publish a flat or project fee charge less.
- None of the 4 other planners in Cedar Park that publish a flat or project fee charge less.
About True Financial Group
- Firm size: 2 employees.
- Registered as an adviser: 2017 (9 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
- 1.25% a year
- Clients
- 667
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $409,000,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 285850
- Phone
- (512) 649-2383
Can advise clients in 7 states: California, Colorado, Florida, Louisiana, Nebraska, Texas, Washington
Other planners in Cedar Park that publish fees
- Boyce & Associates Wealth Consulting, Inc.Cedar Park$250-$3,500/mo
- III Financial, LLCCedar Park$6,000/yr
- Ironoak WealthCedar Park$150/hr, $12,500
- Ismail, MustafaCedar Park$250/hr
- Lakeline FinancialCedar Park$275/hr, $1,000-$25,000/yr
- Larson Financial AdvisorsCedar Park$5,000
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.