True Financial Group

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Client assets under management

$409,000,000

Clients

667

22% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

334

Very High

Average account size

$613,193

About

True Financial Group serves individual and high‑net‑worth clients as well as pension and profit‑sharing plans, offering wrap asset management and investment consulting alongside financial planning, retirement plan consulting, and related services such as tax planning, cost‑segregation studies and corporate‑structure advice. As a fiduciary, the firm provides individualized discretionary management for wrap clients and general advice for standalone planning and consulting engagements.

The firm manages assets using proprietary asset‑allocation models (ranging from ultra‑aggressive to very conservative) and implements portfolios via ETFs, mutual funds, individual securities and cash equivalents with an emphasis on asset allocation and periodic review. It operates a wrap fee program that bundles trading and custodial services for wrap clients and maintains conservative cash positions to facilitate account management.

With roughly 667 clients, two advisors and about $409 million in regulatory AUM, the firm’s client‑to‑advisor ratio is notably high compared with peers, suggesting reliance on scalable processes and model portfolios. Its role as a wrap fee program sponsor combined with the breadth of specialized business‑oriented planning services (for example, retirement plan consulting and cost‑segregation work) is uncommon for firms of this size.

Client services

Financial planning Portfolio management Pension consulting

Expertise

General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) Business Financial Management

Fee options

Fixed

Flat fees from $500 to $2,000 for initial financial planning and consulting services.

Other

Fee-only: Flat fees ranging from $500 to $2,000 for initial financial planning and consulting services; ongoing planning and consulting fees may be paid monthly or in full; minimum financial plan fee typically $500.

Main office location

True Financial Group

1464 E Whitestone Blvd, Suite 1601

Cedar Park TX 78613, United States

Number of offices

Most active in

California · Colorado · Florida · Louisiana · Nebraska · Texas · Washington

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 512-649-2383

Advisors at this firm

Marie F

CFP®, Series 66

Cedar Park, TX

True Financial Group

Marie Freemyer is a CFP® professional with 11 years of industry experience. She has been with True Financial Group since 2017 and previously worked at Ameriprise Financial Services, Inc. from 2013 to 2017. Outside of advising, she manages several residential and vacation rental properties in Texas. True Financial Group serves individuals, high net worth clients, and pension/profit-sharing plans, providing wrap portfolio management, financial planning, retirement plan consulting, and tax preparation services. The firm manages $346 million in discretionary assets and emphasizes individualized wrap management using proprietary asset-allocation models tailored to client objectives and risk tolerances.

General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) Business Financial Management

Scott B

CFP®, Series 63

Cedar Park, TX

True Financial Group

Scott Brischke is a CFP® with 26 years of industry experience. He has worked at True Financial Group since 2017 and previously spent 12 years at Ameriprise Financial Services. Outside of advising, he serves as CFO of Roof Joker, a residential roofing company in Leander, Texas. True Financial Group serves individuals, high net worth clients, and pension/profit-sharing plans with wrap portfolio management, financial planning, retirement plan consulting, and tax preparation. The firm manages $346 million in discretionary assets using proprietary asset-allocation models and offers high-volume client servicing alongside corporate-level consulting.

General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) Business Financial Management

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