Advisor at True Vision Financial Advisors
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Firm
True Vision Financial Advisors
Location
Wayzata, MN 55391
Credentials
Series 63
Industry experience
12 years
Nathan Pribyl is a financial advisor at True Vision Financial Advisors with 12 years of industry experience. He holds a Series 63 designation and has previously worked at Gladstone Wealth Partners, Financial Engines Advisors LLC, and TMFS Advisors LLC. Outside of his advisory role, he owns a home building and construction business. True Vision Financial Advisors provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm manages approximately $271.7 million across about 367 client relationships, employing a long-term investment approach with customized portfolio construction and coordination with clients' other professionals.
Based on True Vision Financial Advisors
Initial fixed financial planning fees range from $2,500 to $5,000.
$0+: 0.30% annually +: up to 1.50% annually
Certain advisory persons receive commissions separately as registered representatives and insurance professionals; however, the firm itself does not charge commission-based fees.
Hourly financial planning fees range from $285 to $500 per hour.
Fee-only: Investment advisory fees range from 0.30% to 1.50% annually based on assets and services provided.
294 Grove Lane East, Suite 160
Wayzata, MN 55391
Minnesota · Texas
True Vision MN LLC
2022 - Present (4 years)
Gladstone Wealth Partners
2021 - 2022 (1 year)
Financial Engines Advisors LLC
2016 - 2021 (5 years)
TMFS Advisors LLC
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®
Waconia, MN
The Financial Planning Co.
The Financial Planning Co. exists to improve financial lives. We commonly work with people with retirement planning, notably investment management and income planning. Whether through finding previously unknown opportunities for clients or figuring out how much is enough for those who’re ready to step away or establishing financial ground rules for increasing the odds of success, FPC works hand-in-hand with clients on their way to financial independence. We believe that plans rarely work but planning does. Luke DeBoer has a long history of guiding individuals, families, and corporations in multiple facets of financial planning, including investing, retirement planning, insurance, & employer benefits consulting. To support these efforts, Luke is a CERTIFIED FINANCIAL PLANNER™ professional, completed the Certified Benefits Professional program, and holds an MBA with a concentration in Tax from the Carlson School of Management at the University of Minnesota. His professional career includes time at Fidelity Investments as a consultant, leading the financial wellbeing efforts for Delta Air Lines and for UnitedHealth Group, and as a Sr. Relationship Manager at Optum Bank, specializing in HSA’s and their relationship with retirement savings. Luke is married to Gina DeBoer and they have 5 children (Isabella, Veda, Judah, Lucia, Amelia), ages 6-15. They are members at Oakwood Community Church in Waconia. Luke also serves as a Board Member and the Treasurer of the Waconia public school district. Luke is a native Minnesotan, having grown up in the Elk River area.
Series 63, Series 65
Plymouth, MN
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CFA®
Minnetonka, MN
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CFP®, Series 63
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Series 65
St. Louis Park, MN
Carson Capital
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