Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
Fees are based on the complexity and time involved in preparing a financial plan or completing a consulting project. Initial financial plan fees start at $1,000. Subsequent reviews are provided at 50% or less of the original plan costs, with a minimum of $1,000. Consulting services are billed at $150-$200 per hour for a financial planner and $60-$80 per hour for staff. Fees for comprehensive financial plans are generally not negotiable, but group or company discounts may be available.
Areas of Practice
Advisor Information
Office location
13455 Noel Road, 20th Floor, Dallas, TX, 75240
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Truman is an insurance agent selling health insurance since 1998 and a partner at Spectrum Strategies, LLC since 2000, dedicating about a quarter of his time to financial planning. He also works as a presenter for Sandler Training and coaches soccer, and is a managing partner at Spectrum Wealth Strategies, LLC.