Truly Unbiased LLC fees and pricing
Financial planner in Aliso Viejo, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 20, 2026, Truly Unbiased LLC charges $250 an hour and a monthly fee of $1,500-$3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“BASED FEES Project based fee services are offered based on an hourly fee of $250 per hour.”
- Monthly fee
- $1,500-$3,000/mo
“For the first three months the fee will be no more than $3,000 per month, subsequent months will be no more than $1,500 per month.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Truly Unbiased LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for ongoing financial plans services are billed quarterly in arrears.”
- “Fees for financial plans will be billed to the Client and paid directly to Truly Unbiased via check, ACH, or Zelle.”
- “Ongoing financial planning fees are billed quarterly in arrears.”
How Truly Unbiased LLC’s fees compare
- Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
- 1 of the 4 other planners in Aliso Viejo that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Truly Unbiased LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2023 (3 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 322989
- Phone
- (949) 478-4329
Other planners in Aliso Viejo that publish fees
- Accelerate RetirementAliso Viejo$150/hr, $2,000-$100,000
- Challenger Wealth ManagementAliso Viejo$1,500
- Claraphi Advisory Network, LLCAliso Viejo$100-$800/hr, $2,000-$25,000
- Eden FinancialAliso Viejo$300/hr, $300-$4,000
- Wealthspire Retirement AdvisoryAliso Viejo$550/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.