About True Wealth Design
True Wealth Design was founded with the intention of making a substantial positive difference in
our clients' lives, our employees' lives, and the communities where we live and work. We strive
to help our clients Plan Smarter and Live Better. With our uncommon and deep expertise in
retirement, tax, and investment planning, we provide complete integration of your financial life,
giving you the clarity and confidence to pursue your dreams while protecting your family's
future.
See Disclosures
General Information
CRD#
143194
Insurance License#
986484
Name of Custodial Firm
Shareholder Service Group, Charles Schwab, TD Ameritrade
Years of Experience in Financial Services
14
Work with the following types of clients
Individual Investors
Advisory Services Provided
Financial Planning, Retirement Planning, Wealth Management, Financial Planning for Individuals, Investment Advice & Management
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Firm Information
Advisor's Number of Clients
300
Total Assets Under Management by Advisor
$100000
Compensation and Fees
Compensation Methods
Based on Assets, Flat Fee, Commissions
Education
B.S. in Finance -
Miami University
-
B.S. in Decision Sciences -
Miami University
-
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1886576/financialplanners-True-Wealth-Design-detailed-disclosure.html