Truewealth Financial Partners fees and pricing
Financial planner in Bellevue, Washington. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 23, 2026, Truewealth Financial Partners charges $150-$350 an hour and a flat or project fee of $1,000-$4,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$350/hr
“$150 to $350 Fixed Fee: $1,000 to $4,000 The applicable fee is determined by the scope and complexity of a particular Client’s financial situation as well as the amount of time and expertise required.”
- Flat or project fee
- $1,000-$4,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Truewealth Financial Partners bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If the advisory agreement is terminated before the end of the quarterly period, Client is entitled to a prorated refund of any pre-paid quarterly advisory fee based on the number of days remaining in the quarter after the termination date.”
- “After the five-day period, the Client will incur charges for bona fide advisory services rendered to the point of termination and such fees will be due and payable by the Client.”
- “If fees are billed in advance, any un-earned, prepaid fees will be promptly refunded by the Advisor.”
How Truewealth Financial Partners’ fees compare
- Its hourly rate of $150-$350 spans the Washington median of $300. 23% of the 216 other Washington planners that publish an hourly rate charge less.
- 5 of the 18 other planners in Bellevue that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$4,000 spans the Washington median of $3,250. 29% of the 103 other Washington planners that publish a flat or project fee charge less.
- 2 of the 13 other planners in Bellevue that publish a flat or project fee charge less.
About Truewealth Financial Partners
“His practice is built upon creating lasting client relationships as well as providing an educational approach that takes the stress out of financial planning.”
- Firm size: 4 employees.
- Founded: 2016 (10 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 156
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $273,719,158
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 316079
- Phone
- (425) 615-7360
Can advise clients in 6 states: Arizona, California, North Dakota, Texas, Washington, Wisconsin
Other planners in Bellevue that publish fees
- Adair Wealth ManagementBellevue$2,500
- Advisia Financial PlanningBellevue$350/hr, $2,800
- Aletheian Wealth Advisors LLCBellevue$265/hr
- An Irrational Mind, LLCBellevue$250/hr
- Asymmetric Advantage Capital Management, LLCBellevue$300/hr, $300-$5,000
- Aviso Wealth ManagementBellevueUp to $300/hr, $300-$10,000
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.