Advisor at True Worth Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
True Worth Financial Planning LLC
Location
Granite Bay, CA
Credentials
CFP®, Series 66
Industry experience
18 years
Rachael Burns is a CFP® and holds a Series 66 license with 18 years of industry experience. She is the sole advisor at True Worth Financial Planning LLC, where she has worked since 2020. Prior to that, she was with Ameriprise from 2017 to 2020 and Merrill Lynch from 2015 to 2017. True Worth Financial Planning provides financial planning and portfolio management primarily to individual and high-net-worth clients. The firm offers project-based and ongoing comprehensive planning, uses third-party managers for portfolio execution, and delivers fee-based online educational courses and content.
Based on True Worth Financial Planning LLC
Based on True Worth Financial Planning LLC
Project-Based Financial Planning fixed fee ranging from $500 to $5,000, negotiable; upfront portion $250 to $2,500; ongoing monthly fees $150 to $600
Under $500,000 - $499,999: 1.00% $500,000 - $1,999,999: 0.7% $2,000,000+: 0.5%
$300 per hour for financial planning engagements, negotiable in certain cases
Fee-only: Hourly rate of $300 per hour
Granite Bay, CA
California
True Worth Financial Planning LLC
2020 - Present (6 years)
Ameriprise
2017 - 2020 (3 years)
Merrill Lynch
2015 - 2017 (2 years)
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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