True Wealth Nation

TrueWealth Nation serves a small group of individual and institutional clients and offers comprehensive financial planning — including tax, insurance, retirement, and estate planning — alongside investor education through its "TrueWealth University" workshops. Rather than directly managing portfolios, the firm refers clients to a single third‑party money manager for asset management and receives advisory compensation through that relationship, which follows the common percentage‑of‑AUM model used by many supported firms.

The firm gathers clients’ financial information, risk tolerance, and goals through consultations, tailors written plans and investment recommendations, assists with account paperwork, and reviews accounts at least annually while monitoring the third‑party manager’s performance. TrueWealth Nation does not maintain discretionary investment authority, does not custody assets itself (reported AUM $0), and does not vote client securities.

Distinctive features include an affiliated accounting practice under common ownership that provides tax and compliance services, and advisors who are licensed insurance agents and may offer commissionable insurance products, creating potential conflicts that the firm discloses. The firm’s small scale — two advisors and a very limited client base — combined with its solicitor/co‑advisory arrangement with a single external manager and its educational workshop offerings, sets it apart from many peers.