True Wealth Group fees and pricing

Financial planner in Bend, Oregon. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 26, 2026, True Wealth Group charges $400 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

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

“True Wealth Group fees are paid quarterly in arrears based on the value as of the last business day of the prior quarter, with payment due within 10 days from the date of the invoice.”
“In cases where there are partial fees at the commencement or termination of our agreement, they will be billed or refunded on a pro-rated basis contingent on the number of days the account was open.”
“Financial Planning fees will be billed in arrears upon delivery of the plan or completion of the agreed services, with payment due within 10 days from the date of the invoice.”

Its hourly rate of $400 is above the Oregon median of $250. 86% of the 123 other Oregon planners that publish an hourly rate charge less.
12 of the 16 other planners in Bend that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Clients: 164
Employees: 6
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
Assets managed: $151,410,600
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 332426
Website: mytruewealthgroup.com (opens in new tab)
Phone: (541) 588-5008

Can advise clients in 5 states: California, Nebraska, Oregon, Texas, Washington

Is something on this page wrong or out of date?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.