Marie Freemyer is a CFP-designated registered investment advisor at True Financial Group, based in Cedar Park, TX, with 12 years of industry experience. Marie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 667 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
True Financial Group offers wrap portfolio management and comprehensive portfolio management services. Specific investment management fee schedules and percentages are detailed in a separate wrap fee program brochure.
Location
1464 E Whitestone Blvd, Suite 1601, Cedar Park, TX, 78613
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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.
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Marie owns and manages multiple residential rental properties in Texas, including both long-term and vacation rentals. She dedicates minimal time to these activities.
Employment History
Current Registrations
True Financial Group
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations1 state
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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