True Wealth, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
1
0% high-net-worth
Advisors
1
of 5 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
1
Very LowAverage account size
$0
About
True Wealth, LLC provides financial planning and coordinates asset management for individuals, high‑net‑worth clients and small businesses through written plans and implementation support covering tax, insurance, retirement and estate matters. The firm currently reports no assets under management and refers discretionary portfolio management to a single third‑party money manager while assisting clients with account setup and paperwork.
Investment recommendations are tailored to each client’s objectives, risk tolerance and time horizon and commonly employ asset allocation, dollar‑cost averaging and a mix of mutual funds, ETFs and fixed‑income securities. True Wealth does not directly manage client accounts, does not accept discretionary authority or custody, and relies on the third‑party manager’s trading and custodian reports while conducting periodic (at least annual) reviews.
Distinctive aspects include a disclosed affiliation with an accounting firm that the advisory team may recommend for tax and compliance services, and advisors who are licensed insurance agents who may offer commissionable insurance products, both of which the brochure identifies as potential conflicts of interest. The firm also hosts educational workshops for clients and prospects and operates as a solicitor/co‑advisory for a single outside money manager, an operating model that differs from many peers.
Client services
Financial planning
Selection of other advisers
Educational seminars or workshops
Expertise
General tax planning
Wealth management
Retirement income strategy
Occupation focus
Founder/Business Owner
Fee options
Project-based written financial plans: $250 to $10,000 per project
Negotiable annual fee from 0.25% to 1.2% depending on account size and complexity
Financial planning consultations: $100 to $350 per hour
Fee-only: Financial planning fees: $100 to $350 per hour for consultations; $250 to $10,000 fixed project-based fees for written plans
Main office location
True Wealth, LLC
302 East 7 Th Street
Carroll IA 51401, United States
Number of offices
3
Most active in
True Wealth, LLC has reported serving >5 clients in these states in the last 12 months.
Colorado · Iowa · Nebraska · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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