TrueFocus Financial Partners is a registered investment advisor founded in 2023, located in Burlington, Massachusetts, and North Kingstown, Rhode Island. The firm specializes in comprehensive wealth management, which combines continuous investment portfolio management with ongoing financial planning services at no extra charge. TrueFocus Financial Partners builds tailored portfolios using modern portfolio theory, focusing on stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents. The firm also offers project-based financial planning for clients who do not use investment management services. TrueFocus Financial Partners operates as a fee-only firm, meaning they are compensated solely by their clients and do not accept commissions or third-party product sales compensation. The founders, Jonathan Ullman and Mary Konetzny, are both Certified Financial Planner professionals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.25% |
Fees are non-negotiable for the schedule, but the firm may reduce or waive account minimums on a case-by-case basis. Ongoing financial planning is included at no extra charge.
