True Wealth Retirement Partners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$16,857,998
Total clients
22
27% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
22
Average account size
$766,273
About
True Wealth Retirement Partners is a fee-only, independent registered investment adviser that provides wealth management and financial planning services to individuals, including high-net-worth clients. The firm offers discretionary portfolio management alongside both ongoing and project-based financial planning engagements.
The firm’s investment approach is grounded in modern portfolio theory and emphasizes diversified asset allocation implemented primarily with mutual funds and ETFs, with an orientation toward passive investment management. It manages accounts on a discretionary basis, permits written client-imposed restrictions, and operates through an institutional relationship with a single recommended custodian, requiring clients to establish accounts on that platform.
Compared with many peers, the firm is a recently formed, single-advisor practice that manages roughly $17 million for about two dozen clients, resulting in a relatively high AUM-per-client concentration and a structured ongoing planning service in addition to one-time projects. The principal holds CFP® and Certified Kingdom Advisor® credentials, discloses an outside mortgage-related business activity, does not vote client proxies, and does not aggregate block trades or participate in wrap fee programs, practices that may differ from other independent advisers.
Client services
Financial planning
Portfolio management
Fee options
Fixed fees for Project-Based Financial Planning ranging from $1,000 to $7,500; initial fee of $4,800 for Ongoing Financial Planning plus $400 monthly thereafter (fees negotiable).
0.49% annually (negotiable)
$500 per hour for Project-Based Financial Planning.
Fee-only: Fee-only firm; no commissions or sales-related compensation received.
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
True Wealth Retirement Partners, LLC
5751 Byron Center Ave Sw, Suite Y
Wyoming MI 49519, United States
Number of offices
1
Forms ADV
Quick links
Advisors at this firm
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