$25.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
31 ADV. Clients
6 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-16-2020
- Office Locations
- 1
Office Locations
-- Granite BAY CA
About True Worth Financial Planning LLC
True Worth Financial Planning is a Granite Bay, CA advisory led by CFP®/Certified Divorce Financial Analyst® Rachael Burns. The firm specializes in helping widows and divorcees navigate major transitions with comprehensive planning, investment management, and income strategies designed to sustain their lifestyle. Portfolios primarily use public funds and ETFs, custodied on Altruist.
Team overview
36 AVG AGE
$25.0M AVG AUM / ADVISOR
$806.5K AVG AUM / CLIENT
6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
RACHAEL VICTORIA BURNS
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #5321499
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $25,000,000 | -- |
| Total | $25,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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