Truly Prosper Financial Planning LLC logo

Truly Prosper Financial Planning LLC

Updated today

Client assets under management

$70,799,638

Clients

30

80% high-net worth

Advisors

1

of 2 employees

Firm type

Independent

1 advisor

Clients per advisor

30

Typical

Average account size

$2,359,988

About

Truly Prosper provides comprehensive financial planning and discretionary portfolio management primarily for individual and high-net-worth clients. The firm offers ongoing planning engagements, project-based plans, and the option to receive ongoing financial planning without investment management.

Investment management is largely passive, relying on index mutual funds and exchange-traded funds to implement diversified asset-allocation strategies, and the firm typically manages client accounts on a discretionary basis while allowing reasonable client-imposed restrictions. Financial planning is integrated with investment services and is monitored on an ongoing basis, with the firm recommending an institutional custodian to execute and settle trades.

Compared with many peers, Truly Prosper does not primarily rely on percentage-of-assets-under-management fees and instead uses flat, project-based, and hourly fee arrangements, an approach that is statistically uncommon among similar supported firms. The firm is small in client count relative to its reported assets under management and has recently added an ongoing planning-only service, which further distinguishes its service and pricing mix.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)

Fee options

Fixed

Project based financial planning fixed fees ranging from $2,000 to $5,000

Project-based

$300 per hour for hourly financial planning engagements

Other

Minimum fee: Flat fee ranging from $10,000 to $25,000 per year for ongoing financial planning and investment management services Fee-only: Flat fees for ongoing financial planning services ($10,000 to $25,000 per year), project-based fixed fees ($2,000 to $5,000), and hourly fees ($300 per hour)

Main office location

Truly Prosper Financial Planning LLC

6605 Longshore Street, Suite 240

Dublin OH 43017, United States

Number of offices

3

Most active in

Ohio

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

Brian T

CFP®

Xenia, OH

Truly Prosper Financial Planning LLC

Hi, I’m Brian Tegtmeyer, CFP®, a flat-fee financial advisor based in Dublin, Ohio. I specialize in tax-smart planning for new retirees who want to make the most of the first 10 years of retirement, without compromising the rest. The first years of retirement are often your healthiest and most active, but they’re also when the biggest financial decisions happen: Social Security timing, Medicare enrollment, withdrawal strategies, Roth conversions, and more. The choices you make now will shape the rest of your retirement. With over 15 years of experience as a financial advisor, I’ve dedicated my career to helping new retirees make confident, tax-smart decisions during this pivotal window. Here’s what working together looks like: *Reduce lifetime taxes with proactive Roth conversions and withdrawal planning. *Create an income you can’t outlive. *Navigate Social Security and Medicare with clarity and confidence. *Keep your plan updated as life and tax laws change. I intentionally serve a limited number of families so every client receives high-touch, personal guidance directly from me. My flat annual fee means no commissions, no hidden costs, and no percentage-of-assets charges. You’ll always know exactly what you’re paying and exactly what you’re getting. I’ve seen too many retirees look back with regret, wishing they had enjoyed their healthiest years more fully. My mission is to make sure that doesn’t happen to you. When I’m not helping clients plan their retirement, I’m likely with my wife and our three kids, cheering at gymnastics, biking, playing pickleball, or schooling my kids in a game of four square.

General retirement planning Retirement income strategy Social Security optimization General tax planning Baby Boomers (Born 1946-1964)
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