Truevector Wealth Advisors fees and pricing
Financial planner in Parker, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 22, 2026, Truevector Wealth Advisors charges $300 an hour and a flat or project fee of $2,000-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 22, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Our hourly rate is $300.”
- Flat or project fee
- $2,000-$10,000
“Fixed fee rates range between $2,000 to $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Truevector Wealth Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “For services billed at our hourly rate, TVWA will provide a written estimate of the total number of hours required to complete the project prior to commencing work.”
How Truevector Wealth Advisors’ fees compare
- Its hourly rate of $300 matches the Colorado median of $300. 50% of the 231 other Colorado planners that publish an hourly rate charge less.
- None of the 3 other planners in Parker that publish an hourly rate charge less.
- Its flat or project fee of $2,000-$10,000 spans the Colorado median of $5,250. 62% of the 214 other Colorado planners that publish a flat or project fee charge less.
- 1 of the 3 other planners in Parker that publish a flat or project fee charge less.
About Truevector Wealth Advisors
- Principal: Jon Hsu
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2025.
Planning areas mentioned in the brochure
- Estate planning
- Business owners
- 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
- 1% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 339522
- Phone
- (983) 456-0793
Other planners in Parker that publish fees
- Conexus Capital Management, LLCParker$550/hr, $5,000-$10,000
- Eight Peaks Wealth ManagementParker$360/hr, $4,200-$36,000
- High Peaks Wealth StrategiesParker$39-$99/mo, $468-$1,108/yr
- JdyeageradvisorsParker$350
- Oatley & Diak, LLC.Parker$300/hr
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.