Truewealth Solutions fees and pricing
Financial planner in Radnor, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 20, 2026, Truewealth Solutions charges a flat or project fee of $1,500-$7,000 and a quarterly fee of $500-$800 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500-$7,000
“Fixed fee rates range between $1,500 to $7,000.”
- Quarterly fee
- $500-$800/qtr
“Under this arrangement, TWS charges a fixed quarterly fee ranging from $500 to $700 per quarter for individuals and $600 to $800 per quarter for couples.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Truewealth Solutions bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
How Truewealth Solutions’ fees compare
- Its flat or project fee of $1,500-$7,000 spans the Pennsylvania median of $3,650. 54% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
- 2 of the 3 other planners in Radnor that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Truewealth Solutions
“We provide financial planning services on a limited scope one-time engagement.”
- Principal: Kahlilah Dowe
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Founded: 2023 (3 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees
- Charges a % of assets
- No
- Clients
- 16
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 327036
- Phone
- (718) 710-5651
Can advise clients in 2 states: California, Pennsylvania
Other planners in Radnor that publish fees
- Alegre Wealth Management, LLCRadnor$5,000-$7,500
- Clearview Financial PartnersRadnor$300/hr
- Godshalk Welsh Capital Management, Inc.Radnor$200/hr, $1,000-$5,000
- TGS Financial AdvisorsRadnor$3,500, $1,750/qtr
- Traverse Private WealthRadnor$250/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.