TruePath Financial Planning provides comprehensive financial planning, investment management, and tax preparation services. Founded in 2007 and owned by Joel E. Nance, the firm focuses on long-term asset allocation using index funds, exchange-traded funds, mutual funds, individual stocks, and bonds. Clients can customize their risk levels and asset classes, and choose to exclude specific investments or include their own stock selections. TruePath Financial Planning serves individuals, high net worth individuals, and businesses requiring retirement plan management. In addition to investment and financial planning, the firm offers tax preparation services during tax season.
Assets Under Management$37M
Clients77
Advisors3
Avg. per Client$480K
Avg. per Advisor$12M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
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