TRUEWEALTH STEWARDSHIP, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
47
11% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
47
Average account size
$0
About
TrueWealth Stewardship, LLC is an independent, single-advisor registered investment adviser that provides fee-based financial planning and consulting primarily to individual clients and select small-to-medium sized businesses. The firm focuses on written financial plans and on-going planning engagements rather than discretionary portfolio management.
Advisory work is delivered through one-on-one interviews, questionnaires and modular or holistic written plans, with concise “Action Plan” summaries to help clients implement recommendations. TrueWealth does not manage client assets directly; clients may implement recommendations themselves or elect to have the adviser implement them through a separate broker-dealer or insurance relationship disclosed in the brochure.
Compared with peers, the firm is notable for offering public and organizational educational workshops in addition to one-on-one planning, a service uncommon among similar solo independent advisers. It also departs from common industry practice by not providing portfolio management or charging percentage-of-AUM fees, instead relying on fixed, hourly and subscription-style planning arrangements, and discloses that its representatives can implement recommendations through broker-dealer and insurance channels, which the firm identifies as a potential conflict of interest.
Client services
Financial planning
Educational seminars or workshops
Expertise
College savings (529s, UTMA, etc.)
General estate planning guidance
Cash flow / budgeting
Retirement income strategy
Life insurance needs analysis
Fee options
Fixed fees for initial financial planning and consulting services ranging from $1,000 to $10,000; fixed fees for on-going consulting services ranging from $300 to $3,600 annually
Commission income earned by investment adviser representatives as registered representatives of LPL Financial and as insurance agents
Hourly fees range from $150 to $300 per hour for financial planning services
On-going consulting fees charged monthly ($25 to $300 per month) or annually ($300 to $3,600 annually), paid in advance monthly, quarterly or semi-annually
Minimum fee: Minimum fixed fee generally $1,000 for fixed fee services; minimum hourly fee $300 Fee-only: Fixed fees ranging from $1,000 to $10,000 for initial financial planning; Hourly fees from $150 to $300 per hour; On-going consulting fixed fees ranging from $300 to $3,600 annually
Main office location
TRUEWEALTH STEWARDSHIP, LLC
888 10 Th Street, Suite 101
Marion IA 52302, United States
Number of offices
1
Most active in
TRUEWEALTH STEWARDSHIP, LLC has reported serving >5 clients in these states in the last 12 months.
Iowa
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
Quick links
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