$55/month with a $300 set up fee (refunded after six months)
Financial tools to monitor your portfolio
Software to track your spending, plan retirement, manage education costs, track goals, and more.
Up to 3 hours of phone support annually
For do-it-yourself investors seeking on-going feedback on investing and planning.
$150/month with a $300 setup fee (refunded after six months)
The benefits of Subscription One
On-going meetings for financial planning and portfolio monitoring, virtual or in-person
Bear market support to help you make decisions when the market is volatile
Tax preparation for individuals, 1040 plus schedules A, B, and D. Additional fees for schedules C & E.
For investors looking for greater support, but wish to manage their own investments.
All the services in One and Ten
Asset Management with Dimensional Funds and other institutional funds
Bear market management to make use of volatile markets
Comprehensive financial planning services
Twenty-Four allows for some or all of the investor's assets to be managed by TruePath in addition to comprehensive service, all for a flat fee, regardless of account size.
.75% to 1% of account value, depending on the brokerage used for custody
Management using low-cost Dimensional funds for accounts over $50,000
Web portals to view your investments and financial plan
Support for building your plan online
For accounts over $240,000, tax preparation and financial planning services
Maximum fee of $1250 per quarter
portfolio design & review
$350 for 2 hour consultation to design a personalized portfolio based on your risk profile, goals, and preferences.
second opinion/hourly planning
$250/hour, $100 minimum fee
Consultation on any subject relating to investing or financial planning.
Cost varies depending on the complexity of the return. Minimum fee is $250 for new clients, $100 for returning clients.