Truetide Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Financial Planning engagements are offered at an hourly rate of $200 per hour.”

Flat or project fee

$500⁠-⁠$10,000

“The fixed fee can range between $500 and $10,000, depending on complexity and the needs of the client.”

Quarterly fee

$1,000⁠-⁠$5,000/qtr

“Ongoing Financial Planning Ongoing Financial Planning consists of an ongoing retainer fee that is paid quarterly, in advance, at the rate of $1,000-$5,000 per quarter.”

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

How Truetide Wealth bills

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

• “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “The fixed fee will be agreed upon before the start of any work and may be negotiable.”

How Truetide Wealth’s fees compare

• Its hourly rate of $200 is below the California median of $300. 9% of the 932 other California planners that publish an hourly rate charge less.
• None of the 5 other planners in Lafayette that publish an hourly rate charge less.
• Its flat or project fee of $500-$10,000 spans the California median of $5,000. 53% of the 796 other California planners that publish a flat or project fee charge less.
• 2 of the 4 other planners in Lafayette that publish a flat or project fee charge less.

About Truetide Wealth

• Principal: Dana Nelson
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2022 (4 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

0.9% a year

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$1,300,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

306312

Phone

(925) 330-2989

Other planners in Lafayette that publish fees

• Empowering FinancialLafayette$350/hr, $2,500⁠-⁠$15,000
• Garner Financial ManagementLafayette$300/hr
• Hyphen Wealth ManagementLafayette$2,000⁠-⁠$5,000
• Lewis Asset ManagementLafayette$7,500
• Lloyd Tevis Investments, LLCLafayette$1,250/qtr
• Mosher Financial Advisors LLCLafayette$60⁠-⁠$350/hr

Compare all 10 planners in Lafayette