About True Wealth Design, LLC
About True Wealth Design, LLC:
As of 3/31/2024, we serve 450+ wealth clients (manage $600MM+ on their behalf) and 700+ tax/accounting clients, helping them all Plan Smarter and Live Better. We have multiple highly experienced and credentialed professionals -- CERTIFIED FINANCIAL PLANNER" Professionals, CFA® or Chartered Financial Analysts®, and CPAs -- on our team. We serve clients nationwide and have offices in Ohio (Akron, Bay Village, Canfield, Hudson), Pennsylvania (Sewickley) and Florida (Ft. Myers, Naples).
Retirement Planning: We specialize in retirement planning, retirement distribution planning and cash flow management.
Tax Planning: We provide proactive accounting and tax services through our True Wealth Accounting & Tax division.
Investment Management: Our investment philosophy is science-based and focuses on low-cost, tax-efficient, and well diversified portfolios that are thoughtfully aligned to your retirement plan and spending needs.
See Disclosures
General Information
Firm Start Year
2007
No. of Employees
10-19
CRD#
5288710
Firm CRD#
143194
Insurance License#
598729
Name of Custodial Firm
Fidelity, Pershing, Schwab
States Licensed in
Registered with the Securities and Exchange Commission
Years of Experience in Financial Services
20
Number of Years with Current Firm
18
Advisory Services Provided
Tax Advice and Services, Investment Advice & Management, Retirement Planning
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, MBA
Securities Licenses
Series 65
Financial Organization Memberships
Financial Planning Association (FPA)
Firm Information
Firm's Number of Clients
450+
Assets Managed by Firm
$600+ Million
Assets Managed by Advisor
$600,000,000
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$500,000
Education
BA Education -
University of Akron
MBA Finance -
University of Akron
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1822221/financialplanners-True-Wealth-Design,-LLC-detailed-disclosure.html
Disclaimer
True Wealth Design is an Investment Advisor registered with the Securities & Exchange Commission. Number of clients and amount of assets are accurate as of 3/31/2024. True Wealth always acts in a fiduciary manner to serve clients. No commissions on investment products are received. Insurance comprises < 1% of revenues and is provided as a convenience to clients. First-year commissions fully disclosed upon request.