Truvize Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$750

“90 Minute Plan The negotiated fixed rate is $750.”

Annual fee

$5,500⁠-⁠$18,000/yr

“The negotiated fixed rate for ongoing financial planning is between $5,500 and $18,000 annually.”

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

How Truvize Financial Planning bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of TFPL's fees within five business days of signing the Investment Advisory 5 Contract.”
• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”

How Truvize Financial Planning’s fees compare

• Its flat or project fee of $750 is below the Texas median of $3,850. 6% of the 401 other Texas planners that publish a flat or project fee charge less.
• Its annual fee of $5,500-$18,000 spans the Texas median of $6,000. 77% of the 106 other Texas planners that publish an annual fee charge less.

About Truvize Financial Planning

• Firm size: 2 employees.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Business owners
• Equity compensation
• Cash flow and budgeting

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

1% a year

Clients

79

Employees

2

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

$43,610,809

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

331821

Website

truvize.com (opens in new tab)

Phone

(915) 502-0096

Other planners in El Paso that publish fees

• John Navin Navidomskis IVEl Paso$50/hr
• Lauterbach Financial Advisors, LLCEl Paso$3,000/yr
• Sophronia Wealth AdvisorsEl Paso$3,800
• 11 FinancialLufkin$250/hr, $50⁠-⁠$5,000
• 1900 WealthSan Antonio$350/hr, $1,500
• 360 Wealth CreationAustin$250/hr

Compare all 11 planners in El Paso