True Abundance Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$31,951,134
Clients
21
67% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
21
TypicalAverage account size
$1,521,483
About
True Abundance Advisors provides holistic financial planning and investment advisory services primarily to individuals and families, including retirement, education, insurance review, and estate-planning coordination, as well as ongoing portfolio management and a short-form planning engagement. The firm operates on a fee-only retainer model and accepts clients without a stated minimum net worth, serving a relatively small client base.
The firm emphasizes individualized asset-allocation and tax-aware portfolio construction using low-cost vehicles such as exchange-traded funds and no-load mutual funds, and it may recommend third‑party sub-advisers to manage portions of client accounts. Engagements include scheduled reviews and may be conducted on either a discretionary or non-discretionary basis depending on the client agreement.
Noteworthy distinctions include the firm’s use of client testimonials in its marketing materials and an introductory one-page planning offering that can be applied toward ongoing services, both of which are uncommon among peers. The firm also discloses an explicit fee-offset arrangement when a sub-adviser debits a management fee and accepts non-traditional payment methods for advisory fees, and it recently updated its regulatory registration status.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Income planning
Fee options
One Page Financial Plan fee: $497 upfront
$0 - $500,000: 1.15% $500,001 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.85% $4,000,001+: 0.75%
Retainer Engagement fees billed annually, payable monthly or quarterly in advance
Account minimum: $10,000 Minimum fee: Minimum fee for Retainer Engagement is $10,000 Fee-only: Fee-only financial planning and investment advisory services; no commissions or third-party compensation
Main office location
True Abundance Advisors
White Plains NY, United States
Number of offices
1
Most active in
True Abundance Advisors has reported serving >5 clients in these states in the last 12 months.
New York
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.
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