# True Riches Financial Planning

> True Riches Financial Planning is a state-registered investment advisory firm in Denver, CO, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 10, 2026.

- CRD: 333004
- Filed as: TRUE RICHES FINANCIAL PLANNING
- Legal name: True Riches Financial Planning LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Denver, CO
- Filing period: October 2026
- Form ADV filing dated: July 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/333004
- AdvisorCensus page: https://advisorcensus.com/firm/true-riches-financial-planning-denver-co-333004

## Quick answers

**How is True Riches Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), True Riches Financial Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is True Riches Financial Planning located?**
True Riches Financial Planning's principal office is in Denver, CO, according to its Form ADV.

**Is True Riches Financial Planning registered with the SEC or a state?**
True Riches Financial Planning is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 333004.

**How much does True Riches Financial Planning manage?**
True Riches Financial Planning reports $4,588,413 in regulatory assets under management in its Form ADV filing dated July 10, 2026 (100% discretionary).

**What types of clients does True Riches Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4); high net worth individuals (3).

**Does True Riches Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/333004

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $4,588,413
- Discretionary: $4,588,413
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $2,464,562 |
| High net worth individuals | 3 | $2,123,851 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- truerichesfp.com
- yelp.com/biz/true-riches-denver
- Facebook @True-Riches-Financial-Planning
- Instagram @truerichesfinancialplanning
- LinkedIn @true-riches-financial-planning
- YouTube @UCWiX_p82UFgqw1lv2Wdq-MQ

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. True Riches Financial Planning (CRD 333004): Form ADV filing data as of October 2026.