Assets Under Management
$424.8M
Number of Clients
378
Number of Advisors
6
Average Client AUM
$1.1M
AUM per Advisor
$70.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
True Wealth Design provides wealth management services integrating retirement, tax planning, and investment management for individuals, families, and businesses. Services include financial planning, investment advisory, and wealth management, with options for tax preparation and estate planning. They also offer retirement plan consulting services for plan sponsors.
700 Ghent Road, Suite 100, Akron, OH, 44333