True Riches Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,588,413
Total clients
7
43% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
7
Average account size
$655,488
About
True Riches Financial Planning serves individual and high-net-worth clients as a fee-only independent adviser and positions itself as a Personal CFO offering comprehensive financial planning and investment management. The firm is a solo practice with one advisor, manages roughly $4.59 million in client assets, and works with a very small client base (seven clients).
The firm tailors engagements to client needs, providing ongoing comprehensive planning and discretionary portfolio management as well as one-time or project-based planning and hourly engagements. Its investment approach draws on modern portfolio theory and a mix of active and passive strategies, and it will incorporate socially conscious investing when requested; the firm also uses third-party Outside Managers for some strategies, including a sub‑advisory relationship for direct‑indexing with a major institutional manager.
What distinguishes this firm from many peers is the combination of advisory and accounting-related services: the principal provides tax preparation to advisory clients as an outside business activity, which the brochure notes occupies a portion of their time. The firm’s small, recently established practice has also formalized a sub‑advisory arrangement for Personalized Indexing through a large custodian/manager and relies primarily on a single institutional custodian platform, practices that are less common for a solo adviser of this scale.
Client services
Financial planning
Portfolio management
Expertise
College savings (529s, UTMA, etc.)
Occupation focus
Executive
Founder/Business Owner
Consultant
Technology Professional
Demographic focus
Mid-Career Professionals
Approaching retirement
Dual Income Family
Fee options
Fixed fee project-based financial planning ranges from $960 to $1,200 per month.
$0 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.60% $2,000,001+: 0.40%
$200 per hour for project-based financial planning.
Minimum fee: Annual flat fee ranging from $5,000 to $25,000 for ongoing financial planning and investment management, subject to negotiation. Fee-only: Flat annual fees and hourly/project-based fees only; no commissions.
Main office location
True Riches Financial Planning
2373 Central Park Blvd, Unit 100
Denver CO 80238, United States
Number of offices
2
Most active in
True Riches Financial Planning has reported serving >5 clients in these states in the last 12 months.
Colorado · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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