True Wealth Design, LLC fees and pricing

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.

Hourly rate

$250⁠-⁠$1,000/hr

“True Wealth’s planning and consulting fees are negotiable, but generally range from $2,500 to $10,000 on a fixed-fee basis and $250 to $1,000 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”

Flat or project fee

$2,500⁠-⁠$10,000

From the same sentence as above.

Quarterly fee

$450/qtr

“True Wealth generally requires a minimum annual fee of $1,800 ($450 per quarter) per household.”

Annual fee

$1,800/yr

From the same sentence as above.

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

How True Wealth Design, LLC bills

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

• “Service engagements are limited in nature and fees are calculated on a fixed-fee or hourly basis and quoted in advance.”
• “True Wealth shall deduct fees and/or bill clients quarterly in advance, based upon the market value of the assets on the last business day of the previous quarter, for continuous investment advisory services and wealth management services.”
• “When the client is a 401k plan, True Wealth shall deduct fees and/or bill quarterly in arrears.”

How True Wealth Design, LLC’s fees compare

• Its hourly rate of $250-$1,000 is above the Ohio median of $250. 99% of the 219 other Ohio planners that publish an hourly rate charge less.
• 6 of the 6 other planners in Akron that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$10,000 spans the Ohio median of $3,250. 75% of the 199 other Ohio planners that publish a flat or project fee charge less.
• 5 of the 6 other planners in Akron that publish a flat or project fee charge less.
• Its annual fee of $1,800 is below the Ohio median of $5,000. 16% of the 79 other Ohio planners that publish an annual fee charge less.

About True Wealth Design, LLC

• Firm size: 13 employees.
• Credentials named in the brochure: CFA.
• Founded: 2007 (19 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Cash flow and budgeting

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

1.6% a year

Minimum

$100,000 in assets (stated in brochure)

Clients

360

Employees

13

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, selecting other advisers, and educational seminars and workshops

Assets managed

$494,042,592

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

143194

Website

facebook.com/TrueWealthDesign (opens in new tab)

Phone

(330) 777-0688

Can advise clients in 6 states: Florida, Louisiana, North Carolina, Ohio, Pennsylvania, Texas

Other planners in Akron that publish fees

• Fortifi Capital, LLCAkron$60/hr
• Kohmann Bosshard Financial Services, LLC.Akron$500
• Lyon Capital StrategiesAkron$150/hr
• Paradigm Investment Advisory LLCAkron$1,000⁠-⁠$5,000
• Presper Financial Architects, LLCAkron$150⁠-⁠$350/hr, $1,000⁠-⁠$2,500
• Sand Run Wealth ManagementAkron$250/hr, $1,000⁠-⁠$5,000

Compare all 13 planners in Akron