True Path Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 4, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$5,000

“AND CONSULTING True Path Financial charges a fixed fee between $500 and $5,000, based on complexity and unique Client needs for financial planning as outlined below.”

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

How True Path Financial LLC bills

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

• “Fees are computed and billed quarterly, in advance and are based on the market value of Client’s Account on the last day of the prior quarter.”
• “Deposits and withdrawals of cash or securities will be billed (or refunded) on a pro-rata basis based upon the actual number of days left in the calendar quarter.”
• “True Path Financial’s fees are billed quarterly in arrears based on the average of the account’s daily values in the quarter.”

How True Path Financial LLC’s fees compare

• Its flat or project fee of $500-$5,000 spans the Florida median of $4,900. 33% of the 320 other Florida planners that publish a flat or project fee charge less.
• 1 of the 12 other planners in Sarasota that publish a flat or project fee charge less.

About True Path Financial LLC

• Principal: Louis Rendemonti
• Firm size: 2 employees.
• Credentials named in the brochure: ChFC®.
• Founded: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• College planning
• Social Security
• 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

1.25% a year

Clients

131

Employees

2

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, pension consulting, and selecting other advisers

Assets managed

$82,297,617

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

336137

Website

truepathfin.com (opens in new tab)

Phone

(941) 867-4745

Can advise clients in 4 states: Florida, New Jersey, Pennsylvania, Texas

Other planners in Sarasota that publish fees

• Advanced Wealth ManagementSarasota$500/hr, $5,000/yr
• Benzina Wealth, LLCSarasota$6,000⁠-⁠$12,000/yr
• Campbell Wealth Advisors, LLCSarasota$5,000⁠-⁠$50,000, $5,000⁠-⁠$50,000/yr
• Clarity Financial DesignSarasota$2,500⁠-⁠$10,000, $450⁠-⁠$1,500/qtr
• CPA Investment Solutions, Inc.Sarasota$200/hr, $5,000
• Echelon Virtual Family Office, LLCSarasota$50,000

Compare all 42 planners in Sarasota