True Wealth Retirement Partners, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Our hourly rate is $500.”

Flat or project fee

$4,800

“Ongoing Financial Planning TWRP collects an initial fee of $4,800.”

Monthly fee

$400/mo

“After the first contract anniversary, we charge $400 monthly in arrears.”

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

How True Wealth Retirement Partners, LLC bills

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

• “The annual advisory fee is paid monthly in arrears based on the value of Client’s account(s) as of the last day of the billing period.”
• “Our advisory fee is prorated for any partial billing periods that occur during the engagement, including both the initial and terminating billing periods.”
• “Fees are negotiable, and the final agreed-upon fee will be outlined in your Advisory Contract.”

How True Wealth Retirement Partners, LLC’s fees compare

• Its hourly rate of $500 is above the Michigan median of $250. 91% of the 170 other Michigan planners that publish an hourly rate charge less.
• Its flat or project fee of $4,800 is above the Michigan median of $3,250. 58% of the 137 other Michigan planners that publish a flat or project fee charge less.

About True Wealth Retirement Partners, LLC

• Principal: Jordan Leaman
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• 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

2% a year

Clients

22

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$16,857,998

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

333443

Website

youtube.com/@TrueWealthRP (opens in new tab)

Phone

(616) 209-9552

Other planners in Michigan that publish fees

• 320 Life Financial PlanningHolland$250/hr
• 46 and 2 Investment Advisors, LLCTraverse City$200/hr
• 4Square Advisory Services, Inc.Fenton$150/hr, Up to $1,500
• A B L E Wealth Management Solutions LLCAnn Arbor$400/hr, $500
• Advance Wealth Management Service, LLCGrand Rapids$300/hr, $5,000
• Advisory Advocates LLCGrand Rapids$250⁠-⁠$1,500

Compare all 406 planners in Michigan