True Root Financial fees and pricing

Published fees

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

Hourly rate

$100⁠-⁠$500/hr

“Clients can engage the services of True Root Financial LLC on an hourly basis for a negotiated fee that generally ranges from $100 to $500 an hour.”

Flat or project fee

$1,000⁠-⁠$6,000

“Fee for a One Time Plan or a Project-Based Service Clients can engage the services of True Root Financial LLC for a one-time financial plan or project for $1,000-$6,000, which is negotiable depending on the scope and complexity as well as the time and expertise required.”

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

How True Root Financial bills

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

• “If the percentage of asset under management fee does not equal the minimum at the start of the engagement, the balance will be charged and can be paid by check or other acceptable form of payment such as ACH or credit card.”
• “Billing Investment Management Services True Root Financial deducts the Account Fee monthly or quarterly in advance.”
• “If the Account Agreement is terminated before the end of the quarterly period, True Root Financial LLC will pay the client a pro-rated refund of any pre-paid quarterly Account Fee based on the number of days remaining in the quarter after the termination date.”

How True Root Financial’s fees compare

• Its hourly rate of $100-$500 spans the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
• 14 of the 35 other planners in San Francisco that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$6,000 spans the California median of $5,000. 39% of the 796 other California planners that publish a flat or project fee charge less.
• 10 of the 35 other planners in San Francisco that publish a flat or project fee charge less.

About True Root Financial

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2020 (6 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

1.5% a year

Clients

33

Employees

1

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$40,199,487

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

310652

Phone

(202) 558-8164

Can advise clients in 2 states: California, Virginia

Other planners in San Francisco that publish fees

• Amoretti Capital ManagementSan Francisco$450/hr
• Applied AdvisorSan Francisco$285/hr, $285
• Benningfield Financial Advisors, LLCSan Francisco$375/hr, $7,500/qtr
• Berkeley Investment AdvisorsSan Francisco$6,000/yr
• BPM Wealth Advisors, LLCSan Francisco$250⁠-⁠$50,000
• Bridgelane FinancialSan Francisco$500/hr, $5,000⁠-⁠$20,000

Compare all 107 planners in San Francisco