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Choose the Level of Payroll Support That's Right for You
Every payroll tier includes federal, state, and local tax filing and payments, W-2 and 1099 preparation, agency notice and ADP support, and benefit payment processing (401(k), HSA). The difference is who enters your payroll data and how much hands-on support comes with it.
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Owner Only
Starting at $79/mo
Owner-only businesses with a single-employee payroll
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Payroll Direct
Starting at $99/mo
Businesses that want to run their own payroll, with us handling compliance issues and available for additional add-on support
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Payroll Concierge
Starting at $149/mo
Businesses that want us to process payroll end-to-end
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| Payroll Processing | |||
| Who Enters Payroll Data | True Wealth Design | You | True Wealth Design |
| Payroll Review Before Release | Included | ||
| Off-Cycle Payroll Runs | Available Billed per run |
Available Billed per run |
Included allowance per year |
| Setup & Systems | |||
| QuickBooks Integration | Set up at onboarding | Set up at onboarding | Set up at onboarding + updates |
| One-Time Setup Fee | $195 | $395–$995 By employee count |
$395–$995 By employee count |
| Employee & Compliance Support | |||
| New Hires & Pay Rate Changes | Included if entered by you Fee applies if sent to True Wealth Design to enter |
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| Garnishments & Deduction Setup | Included if entered by you Fee applies if sent to True Wealth Design to enter |
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| Additional Support | |||
| Fractional HR Support | Not applicable | Add-on |
Add-on |
| Get Started | Get Started | Get Started | |
Monthly fees and setup fees are driven by employee count and payroll frequency, subject to an annual adjustment, and billed monthly regardless of pay frequency.
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True Wealth Private Client
- CFP®, CFA®, or CPA Professional
- Investment Management
- Financial Planning
- Risk Management
- Tax Preparation
- Tax Planning Strategies
- Charitable Giving
- Estate Planning
Dive Into the Details
Are you great at making money but tired of dealing with the complexities and lack of clarity around your finances? Seeking a coordinated strategy to make the most of what you have? Our True Wealth Private Client service is built for clients with $1.5+ million in investments or experiencing greater complexity in their financial lives. Private Clients receive robust wealth management services with an increased focus on investment strategies for SEC Accredited Investors or Qualified Purchasers and a greater emphasis on tax minimization, charitable giving, and estate planning strategies. Your service team will be led by a seasoned advisor who will coordinate subject-matter experts as needed as we deliver white-glove services to you.
True Wealth Planning
- CFP®, CFA®, or CPA Professional
- Investment Management
- Financial Planning
- Risk Management
- Tax Preparation
Dive Into the Details
Are you getting serious about retirement and wondering whether you’re on track? Unsure how or where to invest after you maximize your 401k or 403b or whether to pay down debt? Concerned about taking too much investment risk but also want to make sure your money lasts? True Wealth Planning is for those who are serious about reaching financial independence and protecting their lifestyle throughout retirement. The core needs of True Wealth Planning clients tend to focus on cashflow management, spend vs. save decisions, maximizing peak earning years, retirement and retirement income planning, and investment strategy.
True Wealth Investing
- Associate Wealth Advisor
- Investment Management
Dive Into the Details
Are you seeking a reasonable return to grow your wealth at a comfortable level of risk? Unsure how to best achieve your investment goals? Investing can be intimidating. While information proliferates, filtering the noise becomes equally important to staying abreast of true advancements in portfolio design. We utilize science-based, time-tested strategies as our foundation while staying on the leading — but not bleeding — edge. Our strategies are driven by a rigorous, disciplined process, helping reach your investment goals.
