True Life Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300⁠-⁠$500/hr

“The negotiated hourly fee for these services is between $300 and $500.”

Flat or project fee

$1,500⁠-⁠$10,000

“The negotiated fixed rate for creating client financial plans is between $1,500 and $10,000.”

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

How True Life Wealth Management, LLC bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of TLWM, LLC's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of TLWM, LLC’s fees, within five business days of signing the Financial Planning Agreement.”

How True Life Wealth Management, LLC’s fees compare

• Its hourly rate of $300-$500 is above the Florida median of $288. 78% of the 372 other Florida planners that publish an hourly rate charge less.
• 19 of the 20 other planners in Tampa that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$10,000 spans the Florida median of $4,900. 63% of the 320 other Florida planners that publish a flat or project fee charge less.
• 15 of the 20 other planners in Tampa that publish a flat or project fee charge less.

About True Life Wealth Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2018 (8 years).

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

1% a year

Clients

87

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and newsletters and publications

Assets managed

$38,763,919

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

298899

Website

truelifewealthmanagement.com (opens in new tab)

Phone

(800) 683-7343

Other planners in Tampa that publish fees

• Aft Financial PlanningTampa$300/hr, $1,500⁠-⁠$5,000
• American Family Legacy GroupTampa$300/hr
• Blade FinancialTampa$275/hr, $1,000⁠-⁠$2,500
• Brightwater Advisory, LLCTampa$200⁠-⁠$400/hr, $400⁠-⁠$3,000
• Caliber Wealth AdvisoryTampa$500⁠-⁠$10,000, $100⁠-⁠$750/mo
• Code Waechter LLCTampa$750⁠-⁠$6,000

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