True Wealth, LLC offers financial planning covering tax, insurance, retirement, and estate planning. For investment management, True Wealth recommends Matson Money, Inc. to manage client portfolios. True Wealth assists with paperwork and meets with clients at least annually. The firm also hosts educational workshops.
Assets Under ManagementN/A
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
True Wealth, LLC recommends that clients use Matson Money, Inc., a third-party money manager, for asset allocation services. True Wealth charges a negotiable annual fee ranging from 0.25% to 1.2% depending on the size and complexity of the account. This fee is separate from Matson Money's fees.
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