Trufp fees
Financial planner in Cumming, Georgia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 3, 2026, Trufp (Cumming, GA) charges $175-$250 an hour and a flat or project fee of $1,000-$20,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change.
- Hourly rate
- $175-
$250/hr Below the Georgia median of $276; 25% of the 93 other planners in Georgia that publish an hourly rate charge less. All 4 other planners in Cumming charge less.
“Hourly fees range from $175 - $250 per hour, depending on what is negotiated between TruFP and the client.”
- Flat or project fee
- $1,000-
$20,000 Runs from below the Georgia median of $4,125 to above it.
“Fixed fees range from $1,000 - $20,000 depending on what is negotiated between the client and TruFP, and the complexity of the project.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 8 employees
How Trufp bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Asset Management –Fees are charged monthly or quarterly in advance and are based primarily on asset size and the level of complexity of the services provided.”
- “Fees for the initial month (or quarter) will be prorated based upon the number of calendar days in the calendar month (or quarter) that the advisory agreement is in effect.”
- “Fees are charged in advance on a monthly or quarterly basis, meaning that advisory fees for a month (or quarter) are charged on the first day of the month (or quarter).”
About Trufp
- Founded: 2019 (7 years).
Planning areas mentioned in the brochure
- Retirement planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 820
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $422 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of March 3, 2026
- CRD number
- 299212 (opens in new tab)
- Phone
- (770) 205-4394
Registered or notice filed in 8 states: Alabama, Florida, Georgia, Louisiana, North Carolina, South Carolina, Tennessee, Texas
Other planners in Cumming that publish fees
- FinAcura Advisory LLCCummingHourly $150/hr
- Omega Advisory LLCCummingHourly $120/hr
- Infinity Wealthcare, LLCCummingHourly up to $250/hr, Flat $750-$10,000
- Financial Consultants Group IncCummingFlat $2,500-$10,000
- Mason Wealth StrategiesCummingHourly $200/hr
- Greenway Financial Planning, LLCCummingFlat $100-$2,000, Monthly $50-$500/mo
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.