T
Truell Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,222,403
Total clients
5
20% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
5
Average account size
$244,481
About
Truell Financial LLC offers tailored investment advisory and financial planning services to individuals, trusts, estates, and retirement plans, providing discretionary asset management and standalone financial planning or consulting. Its asset management services incorporate a range of public investments — including individual stocks, bonds, ETFs, mutual funds, options and other instruments — and portfolios are continuously monitored and rebalanced to client objectives.
The firm uses a mix of analytical approaches (fundamental, technical, quantitative, cyclical and qualitative) and implements a variety of asset-allocation strategies from strategic to tactical and core-satellite. Its brochure discloses active use of margin, options and futures in client portfolios and notes that advisory fees may be billed on securities purchased on margin, a practice the firm highlights as a risk and potential conflict of interest.
Noteworthy for a small independent adviser, Truell Financial discloses affiliations with insurance agents/brokers and explicitly serves pension and profit‑sharing plans and other non‑retail client types, indicating work with corporate or plan clients in addition to individual accounts. The firm also directs clients to Interactive Brokers for custody and execution and reports a modest regulatory AUM figure, reflecting a very small client base relative to many peers.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Fee options
Flat fees for financial planning and consulting up to $10,000
Up to $75 per hour for financial planning and consulting
Main office location
Truell Financial LLC
Ellettsville IN, United States
Number of offices
1
Most active in
Truell Financial LLC 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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