Truewealth Solutions
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
16
19% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
16
LowAverage account size
$0
About
TrueWealth Solutions provides one‑time and ongoing financial planning, project‑based planning, and short‑term financial coaching to individuals, couples, and families. The firm also offers educational seminars and speaking engagements for organizations and the public.
TrueWealth does not manage client assets or accept custody; it delivers non‑discretionary recommendations and leaves implementation to clients and their chosen custodians. Its advice emphasizes asset allocation and passive/index approaches consistent with Modern Portfolio Theory, and clients receive access to planning tools (RightCapital and discounted Monarch Money) as part of engagements.
What distinguishes the firm from many peers is its fixed‑fee model (project, program, and quarterly flat fees) rather than percentage‑of‑AUM billing, coupled with an explicit lack of portfolio management and custody. The brochure also highlights paid seminars ($2,500–$5,000), inclusion of a proprietary My TrueNetworth values framework in planning, and a very small client roster, reflecting a planning‑centered, non‑AUM practice.
Client services
Financial planning
Educational seminars or workshops
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Retirement income strategy
General tax planning
Fee options
Fixed fees for Financial Planning ($1,000 to $4,000), Project-Based Financial Planning (starting at $1,000), Financial Coaching ($3,000 to $4,000), Comprehensive Financial Planning & Coaching ($4,000 to $8,000), Educational Seminars ($2,500 to $5,000)
Ongoing Financial Planning Relationship quarterly fee ranging from $500 to $700 for individuals and $600 to $800 for couples
Fee-only: Fixed fees ranging from $1,000 to $8,000 depending on service; ongoing planning fees $500 to $800 per quarter
Main office location
Truewealth Solutions
201 King Of Prussia Road
Radnor PA 19087, United States
Number of offices
1
Most active in
Truewealth Solutions has reported serving >5 clients in these states in the last 12 months.
California · Pennsylvania
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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")