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Pro Bono Sponsorships

Our pro bono sponsorship program is a unique initiative designed to provide financial planning assistance at no cost to individuals and families. At TrustTas Capital, our mission is to help people gain confidence and clarity about their money, and we’re committed to extending that support as widely as possible. Unlike some financial advisors who impose asset minimums before engaging with clients, we have no such barriers. We go further by offering a complimentary financial plan and access to our planning portal for anyone earning less than $100,000 annually or with investable assets below $50,000 on a case-by-case basis. Simply schedule an appointment, and we’ll be here to assist you or point you in the correct direction.

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How does the pro bono process work?

Our pro bono process mirrors our standard new client process. It begins with an introductory meeting to define the scope of our engagement and address any questions you may have. Next, we’ll sign a Financial Planning Agreement (reflecting no charge for our services), followed by financial education, data gathering, and onboarding to our online portal. Once complete, we’ll present your financial plan and provide ongoing access to your portal until you exceed the pro bono eligibility criteria.

Do I qualify for the pro bono sponsorship program?

You qualify if you earn less than $100,000 per year and/or have investable assets below $50,000.

Are there really no fees or charges?

Yes—individuals who meet our pro bono sponsorship program criteria will not be charged for our services.

Can I schedule an in-person meeting?

Yes, we are happy to meet you in person if you are in Austin, Texas.