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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-10-2024
- Office Locations
- 1
Office Locations
About True Riches Financial Planning
True Riches Financial Planning is a Christian-focused, flat-fee, fee-only fiduciary firm serving high-income households nationwide (and locally in Denver) as a “Personal CFO.” The practice delivers comprehensive planning and investment management, including biblically responsible investing (BRI), integrated tax strategy/preparation, retirement planning, charitable giving, and estate/legacy planning aligned with biblical principles. The founder is a CFP professional and the firm is part of the XY Planning Network.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Zack Jacob Gutches
Advisor, Chief Compliance Officer, FOUNDER, SENIOR FINANCIAL PLANNER
- CRD
- #7306890
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,588,413 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,588,413 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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