Fee-only adviser · Denver, CO
True Riches Financial Planning
True Riches Financial Planning is a fee-only investment adviser registered with the securities regulator of Colorado, with its main office in Denver, Colorado. On its latest Form ADV, filed July 10, 2026, it reports $4.6M in regulatory assets under management, 7 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Colorado |
|---|---|
| Firm CRD number | 333004 |
| Office | 2373 Central Park Blvd Unit 100 Denver, CO 80238 |
| Phone | (720) 303-2175 |
| Website | truerichesfp.com |
| Regulatory assets under management | $4.6M |
| Individual clients | 4 non-high-net-worth, 3 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | July 10, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
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Nearby
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- Lakewood 6 firms
- Arvada 2 firms
- Greenwood Village 28 firms
- Centennial 14 firms
- Aurora 1 firm
- Littleton 11 firms
- Englewood 11 firms
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