Truehaven Capital fees and pricing
Financial planner in Franklin, Tennessee. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 12, 2026, Truehaven Capital charges $200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“Financial Planning and Consulting Fee Schedule Hourly $200 per hour Fixed Fee Varies TrueHaven clients who do not desire to pay fees on the basis of a flat percentage of assets under management may select to pay advisory and/or consulting fees on the basis of an hourly rate or a fixed fee.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Truehaven Capital bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All hourly rate fees and fixed fees will be paid in arrears on a monthly basis.”
- “All fixed or hourly fee arrangements must be agreed upon in writing, in advance, between TrueHaven Capital and the client after full disclosure.”
- “Fixed fees are negotiable, and the final fee schedule would be set forth in and attached as an exhibit to the Investment Advisory Contract or attached as an addendum via a separate family office advisory and consultation services agreement.”
How Truehaven Capital’s fees compare
- Its hourly rate of $200 is below the Tennessee median of $275. 14% of the 111 other Tennessee planners that publish an hourly rate charge less.
- None of the 11 other planners in Franklin that publish an hourly rate charge less.
About Truehaven Capital
“We provide various financial planning and consulting services that find ways to help you understand your overall financial situation and help you set financial objectives. We provide our financial planning and consulting services hourly or on a project basis, or as part of a broader range of services.”
- Firm size: 2 employees.
- Founded: 2022 (4 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- College planning
- Insurance analysis
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Minimum
- $500 minimum fee (stated in brochure)
- Clients
- 19
- Employees
- 2
- Works with
- Individuals, high net worth individuals, pooled investment vehicles, other investment advisers, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selecting other advisers
- Assets managed
- $62,313,662
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 332005
- Phone
- (210) 260-8668
Other planners in Franklin that publish fees
- Abound Wealth Management, LLCFranklin$5,200, $4,200/yr
- Arrow AllianceFranklin$2,500, $500-$25,000/mo
- Beacon Capital Management, LLCFranklin$250-$500/hr, $1,200-$10,000
- Cap Partners, LLCFranklin$100-$500/hr, $500-$5,000
- Efinancial Alliance, LLCFranklin$295/hr, $5,000-$10,000
- Goto Financial Advisory LLCFranklin$200/hr, $975
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.