TrueWealth Stewardship, LLC offers financial planning services to help clients understand their financial situation and set objectives. They provide both initial, one-time financial plans and ongoing financial planning services. While TrueWealth Stewardship only provides financial planning, their representatives can offer investment advisory services through LPL Financial. Representatives are also licensed insurance agents.
Fee Structure
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.