A complete list of active advisors currently associated with TrueStar Financial Partners

Warmer can help you find a great advisor at TrueStar Financial Partners or one who fits your needs even better.

TrueStar Financial Partners is a newly formed registered investment adviser that provides ongoing portfolio management and financial planning to individuals, high‑net‑worth clients, and business entities. The firm documents each client's objectives and risk tolerance in a written Investment Policy Statement and currently reports no clients or assets under management. The firm applies modern portfolio theory and a long‑term trading approach, constructing portfolios from mutual funds, equities, fixed income, ETFs (including precious metals ETFs), REITs, TIPS, and non‑U.S. securities. It typically seeks discretionary trading authority, requires clients to custody assets at a designated institutional custodian (Schwab Institutional), and delivers periodic portfolio monitoring and quarterly written reports. Notable operational features that distinguish the firm from many peers include a stated requirement that clients use the specified custodian, an explicit policy not to aggregate trades for multiple clients (which can affect execution), and documented procedures to permit first‑party money movements under standing letters of authorization with the custodian. The firm does not accept proxy‑voting authority on client securities and reports no disciplinary history or material outside business affiliations.

To learn more about the advisors currently working at TrueStar Financial Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.