Truestar Financial Partners fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100/hr

“The negotiated hourly fee for these services is $100.”

Flat or project fee

$1,600⁠-⁠$2,400

“The negotiated fixed rate for creating client financial plans is between $1,600 and $2,400. 4 After the initial year, TSFP will charge $2,000 per year, billed quarterly in arrears, for monitoring and follow up meetings.”

Annual fee

$2,000/yr

From the same sentence as above.

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

How Truestar Financial Partners bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of TSFP's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of TSFP’s fees, within five business days of signing the Financial Planning Agreement.”

How Truestar Financial Partners’ fees compare

• Its hourly rate of $100 is below the New Jersey median of $300. 1% of the 174 other New Jersey planners that publish an hourly rate charge less.
• Its flat or project fee of $1,600-$2,400 is below the New Jersey median of $5,000. 18% of the 168 other New Jersey planners that publish a flat or project fee charge less.
• Its annual fee of $2,000 is below the New Jersey median of $6,318. 15% of the 47 other New Jersey planners that publish an annual fee charge less.

About Truestar Financial Partners

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Tax planning

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

0.95% a year

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

336223

Website

truestarfinancialpartners.com (opens in new tab)

Phone

(609) 669-1137

Other planners in New Jersey that publish fees

• 3I Wealth Management LLCFairfield$1,500, $2,500/yr
• A.m. Perricone LLCShamong$20,000
• Able Wealth Management LLCToms River$250⁠-⁠$500/hr, $2,500⁠-⁠$100,000
• Access WealthEast Hanover$8,000⁠-⁠$18,000/yr
• Adviso WealthPrinceton$300⁠-⁠$450/hr, $500⁠-⁠$20,000
• Ahara AdvisorsJersey City$1,000/hr

Compare all 417 planners in New Jersey