Truly Prosper Financial Planning LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Based Financial Planning Hourly Fee Hourly Financial Planning engagements are offered at an hourly rate of $300 per hour.”

Flat or project fee

$2,000⁠-⁠$5,000

“The fixed fee can range between $2,000 and $5,000 depending on the complexity of the client’s situation.”

Annual fee

$10,000⁠-⁠$25,000/yr

“Ongoing Financial Planning Services (without Investment Management Services) Truly Prosper charges a flat fee for ongoing financial planning services at the rate of $10,000 to $25,000 per year, paid quarterly in arrears.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Truly Prosper Financial Planning LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of days in the quarter the accounts are under Truly Prosper’s management.”
• “An account may be terminated with written notice at least 14 calendar days in advance.”
• “Since fees are paid in arrears, no refund will be needed upon termination of the account.”

How Truly Prosper Financial Planning LLC’s fees compare

• Its hourly rate of $300 is above the Ohio median of $250. 63% of the 219 other Ohio planners that publish an hourly rate charge less.
• 9 of the 12 other planners in Dublin that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$5,000 spans the Ohio median of $3,250. 54% of the 199 other Ohio planners that publish a flat or project fee charge less.
• 8 of the 14 other planners in Dublin that publish a flat or project fee charge less.
• Its annual fee of $10,000-$25,000 is above the Ohio median of $5,000. 84% of the 79 other Ohio planners that publish an annual fee charge less.
• 4 of the 4 other planners in Dublin that publish an annual fee charge less.

About Truly Prosper Financial Planning LLC

• Principal: Brian Tegtmeyer
• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2020 (6 years).

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

2% a year

Clients

30

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$70,799,638

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

310549

Website

youtube.com/@trulyprosper (opens in new tab)

Phone

(614) 259-7737

Other planners in Dublin that publish fees

• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr
• Advocate Wealth SolutionsDublin$300⁠-⁠$3,000/hr
• Alaminos Wealth PlanningDublin$4,800/yr
• Ard Advisory Services, LLCDublin$180⁠-⁠$286/hr, $500⁠-⁠$3,000
• Bullrock Capital, LLCDublin$500⁠-⁠$2,500
• Capstone Wealth PartnersDublin$1,500

Compare all 30 planners in Dublin