TrueWealth Advisors, LLC

TrueWealth Advisors, LLC provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and business entities. Its service offerings include discretionary and non‑discretionary portfolio management, financial planning and consulting, and retirement plan advisory services including ERISA fiduciary work and SIMPLE IRA plan support for plan sponsors and participants.

The firm constructs portfolios using in‑house model portfolios and by subscribing to third‑party models via the Orion model marketplace, primarily employing ETFs and mutual funds and offering both ESG and faith‑aligned (Christian‑values) portfolio options. Advisors monitor and rebalance accounts on an ongoing basis, may manage held‑away retirement accounts for implementation and rebalancing, and use a mix of investment analysis methods from modern‑portfolio allocations to tactical model changes.

TrueWealth is among a small minority of multi‑team advisers whose personnel also serve as registered representatives of a broker‑dealer (Cetera Wealth Services, LLC, CRD #13572) and as licensed insurance agents, arrangements the brochure discloses can result in separate commission‑based compensation and potential conflicts of interest. The firm also discloses solicitor relationships with third‑party managers (for example, City National Rochdale) and reliance on Charles Schwab for custody and platform services, which the brochure identifies as sources of both client services and economic benefits to the firm.