Kahlilah Dowe is a CFP-designated registered investment advisor at Truewealth Solutions, based in Radnor, PA, with 17 years of industry experience. Kahlilah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 16 clients.
Compensation
Firm Size
IM Fee
Fee Structure
TrueWealth Solutions offers ongoing financial planning for clients who have completed a financial plan and want continued guidance. The quarterly fee ranges from $500 to $700 for individuals and $600 to $800 for couples, depending on the complexity of their needs. This includes semi-annual planning meetings, quarterly check-ins, ongoing financial planning insights, and access to the advisor. Clients also receive access to RightCapital financial planning software and discounted access to Monarch Money budgeting software.
- Financial Planning: $1,000 to $4,000, depending on the client's needs and complexity.
- Project-Based Financial Planning: Starts at $1,000 and increases with complexity.
- Financial Coaching: $3,000 to $4,000 for up to 12 weeks.
- Comprehensive Financial Planning & Coaching Program: $4,000 to $8,000 for up to 16 weeks.
Location
201 King of Prussia Road, Radnor, PA, 19087
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2019Employment History
Current Registrations
Truewealth Solutions
Previous Registrations
Truewealth Solutions
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.