Craig Adamson

TrueWealth Stewardship offers ongoing financial planning services with meetings and updates to your financial plan. The fees are:

• Base Fee: $25/month ($300 annually) if your investment adviser representative is your primary financial professional.
• Intermediate Fee: $50/month ($600 annually) if your investment adviser representative is your primary financial professional.
• Advanced Fee: $100/month ($1,200 annually) if your investment adviser representative is your primary financial professional.

If you have your own investments or insurance or have other financial professional relationships where a TrueWealth Stewardship, LLC investment adviser representative is not the primary financial professional, the fees are:

• Base Fee: $50/month ($600 annually)
• Intermediate Fee: $150/month ($1,800 annually)
• Advanced Fee: $300/month ($3,600 annually)

TrueWealth Stewardship offers initial and one-time financial planning services for a fixed fee. The fees range from $1,000 to $10,000 depending on the complexity of the situation. They can also provide financial planning services under an hourly fee arrangement. An hourly fee in the range of $150 to $300 per hour (depending upon the investment adviser representative working with the client) is charged.