True Wealth Stewards
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$47,540,551
Clients
55
35% 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
55
HighAverage account size
$864,374
About
True Wealth Stewards serves individuals (including high-net-worth clients), pension and profit-sharing plans, charitable organizations, and corporations, offering discretionary portfolio management, project-based and ongoing financial planning, and employee benefit plan advisory services. Financial planning engagements produce written plans that may address business planning, retirement and distribution strategy, estate considerations, tax efficiency, charitable giving, and employee benefits optimization.
The firm builds individualized investment policies and asset allocation targets and implements portfolios using a mix of passive and active management informed by fundamental, technical, cyclical, and charting analysis alongside Modern Portfolio Theory. Clients typically grant the firm limited discretionary authority for trading, and accounts are held on an institutional custodial platform that supports block trading and consolidated reporting as part of ongoing quarterly reviews.
Distinctive features include a formal pension consulting and ongoing employee benefit plan service line — an offering that is uncommon among independent advisory firms — and a practice that generally recommends prospective clients have around $500,000 of investable assets while not enforcing a strict minimum. The firm’s principal holds CFP and CKA credentials, operates an outside financial education business, and manages approximately $47.5 million in client assets through its institutional custodian relationships.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Charitable giving & philanthropy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement withdrawal strategies
Fee options
Project-Based Financial Planning fixed fees range from $250 to $25,000, negotiable.
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.25%
$300 per hour for hourly Financial Planning engagements, negotiable.
Account minimum: $500,000 Fee-only: Ongoing Financial Planning upfront charge $250 to $25,000; annual fee $3,000 to $30,000 billed quarterly; Project-Based Financial Planning fixed fees $250 to $25,000 or hourly $300/hr; fees negotiable.
Main office location
True Wealth Stewards
160 W Carmel Dr, Ste 253
Carmel IN 46032, United States
Number of offices
1
Most active in
True Wealth Stewards has reported serving >5 clients in these states in the last 12 months.
Indiana
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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