TrueStar Financial Partners
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
TrueStar Financial Partners is a newly formed registered investment adviser that provides ongoing portfolio management and financial planning to individuals, high‑net‑worth clients, and business entities. The firm documents each client's objectives and risk tolerance in a written Investment Policy Statement and currently reports no clients or assets under management.
The firm applies modern portfolio theory and a long‑term trading approach, constructing portfolios from mutual funds, equities, fixed income, ETFs (including precious metals ETFs), REITs, TIPS, and non‑U.S. securities. It typically seeks discretionary trading authority, requires clients to custody assets at a designated institutional custodian (Schwab Institutional), and delivers periodic portfolio monitoring and quarterly written reports.
Notable operational features that distinguish the firm from many peers include a stated requirement that clients use the specified custodian, an explicit policy not to aggregate trades for multiple clients (which can affect execution), and documented procedures to permit first‑party money movements under standing letters of authorization with the custodian. The firm does not accept proxy‑voting authority on client securities and reports no disciplinary history or material outside business affiliations.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Financial planning fixed fees between $1,200 and $1,800; $2,000 per year for monitoring and follow-up (may be waived if client uses portfolio management)
$0 - $500,000: 0.95% $500,001 - $1,000,000: 0.73% $1,000,001 - $3,000,000: 0.54% $3,000,001+: 0.32%
$60 to $100 per hour for financial planning services
Main office location
TrueStar Financial Partners
971 Us Highway 202 N, Ste N
Branchburg NJ 08876, United States
Number of offices
1
Most active in
TrueStar Financial Partners has reported serving >5 clients in these states in the last 12 months.
New Jersey
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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
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
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