TrueAdvisor
TrueAdvisor
AS
AS

Anthony Shunnarah

Truewealth Advisors, LLC
15 Years of Experience
Hoover, AL
View SEC Summary
View SEC Summary

Anthony Shunnarah is a registered investment advisor at Truewealth Advisors, LLC, based in Hoover, AL, with 15 years of industry experience. Anthony 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 1,104 clients with $550M in assets under management.

Truewealth Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
1,104 clients
Average Client Portfolio
$496K average
Assets Under Management
$547.5M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.30%
$500K - $1.0M1.15%
$1.0M - $3.0M1.00%
$3.0M - $5.0M0.85%
$5.0M - $10.0M0.70%
$10M+0.55%

Fees are negotiable. Orion model portfolios may add up to 0.70% in subscription fees, capping total fees at 2% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2000 Southlake Park, Suite 200, Hoover, AL, 35244

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Truewealth Advisors, LLC
March 2026 - Present · 7 mos
Previous Registrations
MML Investors Services, LLC
February 2025 - January 2026 · 11 mos
MML Investors Services, LLCBroker
December 2023 - January 2026 · 2 yrs 1 mo
Park Avenue Securities LLCBroker
January 2021 - November 2023 · 2 yrs 10 mos
Hornor, Townsend & Kent, LLCBroker
December 2019 - December 2020 · 1 yr
MML Investors Services, LLCBroker
March 2017 - November 2018 · 1 yr 8 mos
Msi Financial Services, INC.Broker
April 2014 - March 2017 · 2 yrs 11 mos
Nylife Securities LLCBroker
December 2013 - April 2014 · 4 mos
Farmers Financial Solutions, LLCBroker
January 2010 - October 2013 · 3 yrs 9 mos
State Registrations1 state
AL
Advisor

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
No exam information available for this advisor.
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