Truman Wealth Advisors fees and pricing
Financial planner in Columbia, Missouri. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 27, 2026, Truman Wealth Advisors charges an annual fee of $7,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $7,500/yr
“The initial consultation starts at $1,500 and ongoing consulting services start at $7,500 annually and vary based on the scope and complexity of services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Truman Wealth Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our annual fee is prorated and charged quarterly in advance or month in arrears, based on the value of the Client’s assets under management as of the close of business on the last business day of the quarter.”
- “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the days the Client account was open during that quarter.”
How Truman Wealth Advisors’ fees compare
- Its annual fee of $7,500 is above the Missouri median of $6,000. 58% of the 45 other Missouri planners that publish an annual fee charge less.
- 3 of the 3 other planners in Columbia that publish an annual fee charge less.
About Truman Wealth Advisors
“Truman Wealth offers a variety of advisory services, which include discretionary and non-discretionary investment management, financial planning and consulting services, independent third-party money management, and retirement services.”
- Firm size: 3 employees.
- Founded: 2018 (8 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- College planning
- Business owners
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
- 96
- Employees
- 3
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $105,980,250
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 334752
- Phone
- (573) 540-4788
Can advise clients in 5 states: Illinois, Minnesota, Missouri, Tennessee, Texas
Other planners in Columbia that publish fees
- Clarity FinancialColumbia$300/hr, $6,000-$40,000
- Fee-Only Financial Services LLCColumbia$200/hr
- Harrison Financial PlanningColumbia$75-$350/hr, $1,200-$15,000
- HFP InvestmentsColumbia$250/hr, $1,200/yr
- Trek Wealth PlanningColumbia$1,200-$2,400, $4,800-$9,600/yr
- Wilkerson Advisory Group LLCColumbia$350/hr, $2,500-$15,000
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.