Mary Konetzny is a CFP-designated registered investment advisor at Truefocus Financial Partners, based in North Kingstown, RI, with 18 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 39 clients with $68M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.25% |
Fees are non-negotiable for the schedule, but the firm may reduce or waive account minimums on a case-by-case basis. Ongoing financial planning is included at no extra charge.
Fee Estimator
Contact
Mary Konetzny
Location
650 Ten Rod Road, #10, North Kingstown, RI, 02852
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Truefocus Financial Partners
Previous Registrations
Montis Financial, LLC
Adviser Investments
Braver Wealth Management, LLC
Eaton Vance Management
Strategic Advisers, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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