Truewater Wealth fees and pricing
Financial planner in Ponte Vedra Beach, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 20, 2026, Truewater Wealth charges $200 an hour, a flat or project fee of $7,500, and an annual fee of $350-$750 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“Time is calculated at the rate of $200 per hour multiplied by the number of hours spent on the services to the effective date of termination.”
- Flat or project fee
- $7,500
“Financial plans are billed as a fixed fee, with a maximum charge of $7,500.”
- Annual fee
- $350-$750/yr
“The fee for an annual update of the financial plan ranges from $350 to $750 annually.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Truewater Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If management begins after the start of a quarter, fees will be prorated accordingly.”
- “If services are terminated within three business days of signing the client agreement, services are terminated without penalty and the client receives a refund of all prepaid fees.”
- “Fees are generally calculated based on plan assets and billed quarterly in arrears.”
How Truewater Wealth’s fees compare
- Its hourly rate of $200 is below the Florida median of $288. 14% of the 372 other Florida planners that publish an hourly rate charge less.
- None of the 2 other planners in Ponte Vedra Beach that publish an hourly rate charge less.
- Its flat or project fee of $7,500 is above the Florida median of $4,900. 71% of the 320 other Florida planners that publish a flat or project fee charge less.
- 3 of the 4 other planners in Ponte Vedra Beach that publish a flat or project fee charge less.
- Its annual fee of $350-$750 is below the Florida median of $4,800. 3% of the 97 other Florida planners that publish an annual fee charge less.
About Truewater Wealth
“As wealth managers and CPAs, Truewater Wealth provides portfolio management, financial planning, pension consulting services, tax preparation and planning, and business accounting services. Provided Truewater Wealth provides holistic wealth management services to individuals and businesses.”
- Firm size: 7 employees.
- Credentials named in the brochure: CFP®, CPA, and CFA.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 1999 (27 years).
Planning areas mentioned in the brochure
- Tax planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 133
- Employees
- 7
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $74,308,209
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 142080
- Phone
- (904) 280-0771
Other planners in Ponte Vedra Beach that publish fees
- B&c Financial AdvisorsPonte Vedra Beach$2,500
- Sapphire Wealth Consulting, Inc.Ponte Vedra Beach$5,000
- Stanford Wealth Planning LLCPonte Vedra Beach$250/hr, $250-$20,000
- Vigil Wealth Management, LLCPonte Vedra Beach$200/hr, $5,000
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.