True Equity Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$8,412,102
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
23
22% 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
23
TypicalAverage account size
$365,744
About
True Equity Wealth Management is a single-advisor independent RIA that provides tailored investment management and comprehensive financial planning to individual clients, high-net-worth households, and employer-sponsored retirement plans. Services include discretionary portfolio management, held-away account reviews (e.g., 401(k)s and 529s), and both ongoing and limited-scope financial planning engagements.
The firm constructs individualized portfolios using a mix of passive vehicle allocations and fundamental analysis within a modern portfolio theory framework, and it conducts regular account reviews and reporting on a quarterly basis. It acts as a fiduciary for retirement account advice and can implement discretionary authority subject to client-imposed restrictions and written investment policies.
What is distinctive about this firm is its scope of services for its size: beyond serving individual investors, it provides employee benefit plan services and pension consulting to plan sponsors and monitors participant-directed retirement plans, an offering that is uncommon among solo independent advisers. The firm also provides held-away account oversight and plan education in addition to standard wealth management, giving it a broader practice profile than many peers with similar assets under management.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
College savings (529s, UTMA, etc.)
Business ownership considerations
Retirement income strategy
Fee options
Limited Scope Financial Planning fees range from $500 to $10,000, negotiable; Ongoing Comprehensive Financial Planning includes an upfront $1,500 fee plus ongoing monthly fees from $200 to $750 or quarterly fees from $600 to $2,250 based on complexity and client needs.
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $3,000,000: 0.70% $3,000,001 - $4,000,000: 0.60% $4,000,001 - $5,000,000: 0.50% $5,000,001 - $6,000,000: 0.40% $6,000,001 - $7,000,000: 0.30% $7,000,001+: 0.25%
Main office location
True Equity Wealth Management LLC
1033 Demonbreun St., Suite 300
Nashville TN 37203, United States
Number of offices
1
Most active in
True Equity Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
California · Tennessee
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.
Forms ADV
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