Johnathan Wade Roberts

CFP

True Wealth Design, LLC

5 Years of Experience

View SEC Summary

Areas of Practice

Retirement PlanningTax PlanningInvestment ManagementEstate Planning

True Wealth Design, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

6 advisors

Number of Clients

378 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$424.8M

Fee Structure

Minimum Investment:$100K

Minimum Annual Fee:$1,800

Location

700 Ghent Road, Suite 100, Akron, OH, 44333

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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.

Employment History

Current Registrations

True Wealth Design, LLC

May 2025 - Present · 9 mos

Previous Registrations

Auxin Group Wealth Management, LLC

January 2022 - September 2025 · 3 yrs 8 mos

Edward Jones

September 2020 - November 2021 · 1 yr 2 mos

Edward JonesBroker

September 2020 - November 2021 · 1 yr 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.