# Truly Prosper Financial Planning LLC

> Truly Prosper Financial Planning LLC is a state-registered investment advisory firm in Dublin, OH, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 310549
- Filed as: TRULY PROSPER FINANCIAL PLANNING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Dublin, OH
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/310549
- AdvisorCensus page: https://advisorcensus.com/firm/truly-prosper-financial-planning-llc-dublin-oh-310549

## Quick answers

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

**Where is Truly Prosper Financial Planning LLC located?**
Truly Prosper Financial Planning LLC's principal office is in Dublin, OH, according to its Form ADV.

**Is Truly Prosper Financial Planning LLC registered with the SEC or a state?**
Truly Prosper Financial Planning LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 310549.

**How much does Truly Prosper Financial Planning LLC manage?**
Truly Prosper Financial Planning LLC reports $70,799,638 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Truly Prosper Financial Planning LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (24); individuals (other than high net worth individuals) (6).

**Does Truly Prosper 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/310549

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $70,799,638
- Discretionary: $70,799,638
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $3,892,430 |
| High net worth individuals | 24 | $66,907,208 |

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

### Firm details
- Registered since: 2020 (5 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- trulyprosperfp.com
- YouTube @trulyprosper

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Truly Prosper Financial Planning LLC (CRD 310549): Form ADV filing data as of October 2026.