Truly Unbiased LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$125,000,000
Clients
41
80% 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
41
HighAverage account size
$3,048,780
About
Truly Unbiased LLC provides financial planning and consulting and ongoing portfolio management to individual clients, including high-net-worth households. Services are offered on both an ongoing and a project basis, with plan delivery, periodic check‑ins, and implementation assistance while clients retain custody and final decision authority.
The firm delivers recommendations on a non‑discretionary basis — arranging or effecting trades only after client approval — and bases plans on cash‑flow analysis, tax and estate considerations, and client‑defined objectives. Ongoing clients typically receive more frequent meetings in the first three months and then one to two quarterly reviews, with documents and reports maintained in a shared Google Drive.
Distinctive features include managing approximately $125,000,000 of client assets on a non‑discretionary basis as of January 1, 2026 and using flat or hourly/project fees rather than a percentage‑of‑AUM model. The firm also discloses performance results (an uncommon practice among similar solo independent advisers) and its principal holds CFP and AIF credentials while maintaining a separate planning role at another registered adviser.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
Fee options
Ongoing financial planning offered on a negotiable flat fee basis; up to $3,000/month initially, then up to $1,500/month thereafter.
$250 per hour for project based consulting services.
Fee-only: Ongoing fixed fees: Up to $3,000 per month for first 3 months; up to $1,500 per month thereafter, billed quarterly in arrears. Project based fees: $250 per hour, billed 50% in advance and 50% upon plan delivery.
Main office location
Truly Unbiased LLC
Aliso Viejo CA, United States
Number of offices
1
Most active in
Truly Unbiased LLC has reported serving >5 clients in these states in the last 12 months.
California · 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 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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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