# True Worth Financial Planning LLC

> True Worth Financial Planning LLC is a state-registered investment advisory firm, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 22, 2026.

- CRD: 309744
- Filed as: TRUE WORTH FINANCIAL PLANNING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: January 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/309744
- AdvisorCensus page: https://advisorcensus.com/firm/true-worth-financial-planning-llc-309744

## Quick answers

**How is True Worth Financial Planning LLC compensated?**
On its Form ADV (Item 5.E, October 2026), True Worth Financial Planning LLC 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.

**Is True Worth Financial Planning LLC registered with the SEC or a state?**
True Worth Financial Planning LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 309744.

**How much does True Worth Financial Planning LLC manage?**
True Worth Financial Planning LLC reports $25,000,000 in regulatory assets under management in its Form ADV filing dated January 22, 2026 (0% discretionary).

**What types of clients does True Worth Financial Planning LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (21); high net worth individuals (10).

**Does True Worth Financial Planning LLC 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/309744

## 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: $25,000,000
- Discretionary: $0
- Non-discretionary: $25,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 21 | $10,000,000 |
| High net worth individuals | 10 | $15,000,000 |

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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- trueworthfp.com
- Facebook @trueworthfinancialplanning
- Instagram @trueworthfp

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. True Worth Financial Planning LLC (CRD 309744): Form ADV filing data as of October 2026.