Truly Prosper Financial Planning LLC

Truly Prosper Financial Planning LLC (CRD# 310549) is a financial advisory firm headquartered in Dublin, OH. They manage $17,021,799 in 68 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
6605 Longshore Street, Suite 240, Dublin, OH 43017
https://www.trulyprosperfp.com/
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    68
    ACCOUNTS
  • Average Account Value
    $250,321
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Truly Prosper Financial Planning LLC
Showing 1 - 1 of 1 top financial advisors.
1
Brian Tegtmeyer, financial advisor Xenia OH
Brian M. Tegtmeyer
CRD#: 7298322
Xenia, OH

Hi, I’m Brian. I started Truly Prosper Financial Planning to help people retire with clarity and confidence. We provide flat fee retirement planning and investment management. We also provide one-time retirement plans for do-it-yourself (DIY) investors.

Before starting Truly Prosper, I worked for over ten years at a fee-only wealth management firm in Cincinnati, Ohio. I was able to gain valuable experience developing detailed retirement plans, tax projections, and social security strategies for high-net-worth clients. I enjoyed the work and appreciated my time there, but I felt called to create a different kind of financial planning business.

In 2020, Truly Prosper was founded on the beliefs that:

  • Financial Life Planning can help people live the best life possible with the money they have.
  • Retirement planning should be available to all people, not just the wealthy.
  • Pricing should be based on the services received and not the size of your investment portfolio. That's why I charge a flat-fee and do not charge the typcial fee of 1% of assets.
  • Retirees are better served by an advisor specializing in retirement planning.

I'm a Certified Financial Planner (CFP®) professional. CFP® professionals must pass the comprehensive CFP® Certification Examination, pass CFP® Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP® Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

When I’m not working, I enjoy spending time with my wife and three kids. We love playing board games, going for adventure walks, or playing a game of backyard kickball.

 

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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