Truepath Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 21, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The standard hourly rate is $250 per hour.”

Flat or project fee

$250

“TruePath Financial Planning LLC computes the refund by adding up the number of project-hours already completed, multiplying that by $250, and subtracting that from the total prepaid amount.”

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

How Truepath Financial Planning bills

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

• “Asset management fees are billed in arears. 1.”

How Truepath Financial Planning’s fees compare

• Its hourly rate of $250 is below the New Mexico median of $300. 27% of the 26 other New Mexico planners that publish an hourly rate charge less.
• 1 of the 15 other planners in Albuquerque that publish an hourly rate charge less.
• Its flat or project fee of $250 is below the New Mexico median of $4,000. None of the 16 other New Mexico planners that publish a flat or project fee charge less.
• None of the 10 other planners in Albuquerque that publish a flat or project fee charge less.

About Truepath Financial Planning

• Firm size: 3 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2007 (19 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% a year

Clients

77

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$36,665,586

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

144118

Website

truepathfp.com (opens in new tab)

Phone

(505) 797-7765

Can advise clients in 3 states: Arizona, New Mexico, Texas

Other planners in Albuquerque that publish fees

• Be Brave Not Broke LLCAlbuquerque$300/hr
• Drucker, David J. Dba Sunset Financial ManagementAlbuquerque$5,000
• Ego Death Financial LLCAlbuquerque$200⁠-⁠$2,160
• Financial Design & ResearchAlbuquerque$300⁠-⁠$600/hr, $3,000
• Hanseatic Management Services IncAlbuquerque$400/hr, $3,000
• Intentional Finance, LLCAlbuquerque$500/hr, Up to $20,000

Compare all 24 planners in Albuquerque