The TruMix Transparent Fee™

At TruMix Advisors, we believe transparency builds trust—so we’ve replaced hidden percentages with a simple, flat-dollar fee that’s easy to understand and always aligned with your best interests.

A Fee You Can Understand

Instead of a percentage, we quote your fee in real dollars. You’ll know exactly how much you’ll pay us each year.

No digging through statements. No guessing. Just clarity.

Different by Design

Many advisors charge a percentage of your assets—known as “AUM,” or assets under management. That means the more you invest, the more they earn. It also means their compensation is tied to keeping your money invested, even when your goals might call for something else.

We chose a different model. One that removes that tension and keeps the focus on planning, decision-making, and long-term strategy—not just account balances.

Why a Flat Fee Matters:

Nearly 3 out of 4 investors don’t know exactly how much they’re paying in investment-related fees.

64% of investors admit they don’t even know how to check what fees they’re being charged.

Almost half of investors—about 45%—have been surprised by an unexpected fee.

*Magnify Money Survey

What Is My Fee?

We provide you with a clear, dollar-based quote. Here is our process:

We don’t start with numbers—we start by getting to know you in your Discovery Meeting.

During this meeting, we have a conversation about:

What matters to you
What goals you want to prioritize
What's changing in your life
What kind of support you're looking for

It’s designed to help both of us understand whether we’re a good fit.

If it makes sense to move forward, we’ll follow up with your customized TruMix Transparent Fee™ based on complexity factors.

Your fee covers all of our services — with no hidden charges, no extra commissions, and no surprises.

Ready to Meet?

LET'S CHAT

More About Us

Financial Life Planning

Investing

Our Fee

Tax Planning

All of our advisors are CERTIFIED FINANCIAL PLANNER^® professionals who act as fiduciaries—meaning they’ve met rigorous education, experience, and ethical standards, and are committed to putting your best interests first. It may be surprising, but not all "financial advisors" meet this standard. We don’t sell insurance or earn commissions.

What is a CFP? (Click to learn more)

Got Questions?

Transparent Fee — FAQ

Straight answers about what you pay, how our fee works, and why we chose a different model.

Why does TruMix use a flat fee instead of a percentage?

With an AUM fee (assets under management), an advisor's income grows the larger your portfolio stays — which can make it harder for them to objectively advise you to spend, withdraw, or redirect your assets. A flat fee removes that dynamic. What's right for your plan drives the conversation. According to a Magnify Money survey, nearly 3 out of 4 investors don't know what they're actually paying in investment-related fees. Our fee structure is designed to change that.

What does the TruMix Transparent Fee™ actually cover?

Your fee is structured to cover the full scope of the client relationship — including comprehensive financial planning, investment management, and tax planning coordination. There are no hidden charges, no extra commissions, and no product sales. We are fiduciaries and CFP® professionals. We do not sell insurance, annuities, or commission-based products — that's a legal and ethical standard, not just a marketing claim.

Are there any hidden charges or commissions I should know about?

No. We don't earn commissions, referral fees, or revenue from product sales of any kind. What you see is what you pay. This is part of what it means to operate as a fee-only, fiduciary firm — our compensation is not influenced by what we recommend. If you ever have questions about how we're paid, we welcome that conversation. Transparency is a core part of how we operate.

How do I find out what my specific fee will be?

Your fee is determined after your Discovery Meeting, where we learn about your goals, your situation, and the complexity of your financial life. From there, a customized TruMix Transparent Fee™ is put together based on those factors. The Discovery Meeting itself carries no obligation — it's a conversation to see if we're a good fit for each other. Schedule your Discovery Meeting here.

TruMix Advisors began with a bold idea to be a guide for people to not simply get rich but to find their reason for being.

Discover personalized financial advice tailored to your unique needs.

Experience the difference of having an advisor who truly works for you, not a sales company.

Start making meaningful progress and finding purpose with your money today.