TruFinancial Registered Investment Advisory Services, Inc

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Client assets under management

$44,000,000

Clients

267

3% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

134

Very High

Average account size

$164,794

About

TruFinancial Registered Investment Advisory Services, Inc. provides ongoing discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, managing roughly $44 million across about 267 accounts. The firm documents client objectives and risk tolerances in an Investment Policy Statement and tailors portfolios and client-imposed restrictions where feasible.

The firm’s investment process combines multiple methods of analysis — including charting, fundamental and technical analysis, cyclical and quantitative models, and modern portfolio theory — and generally implements long-term trading across mutual funds, fixed income, municipal bonds, real estate funds, annuities, ETFs (including precious-metal ETFs), TIPS, and select non-U.S. securities. Accounts are reviewed at least quarterly and reporting is provided through the client’s custodian, with trading conducted under discretionary authority.

Statistically uncommon for peers, the adviser is affiliated with an insurance company and its owners operate an affiliated entity that provides insurance, tax, and accounting services; the brochure discloses that affiliated insurance sales generate commissions and describes how that conflict is handled. The firm also typically requires clients to use a firm-recommended broker-dealer/custodian, does not participate in soft-dollar or wrap-fee programs, and does not accept performance-based fees.

Client services

Portfolio management

Expertise

Annuities Real estate investing

Fee options

Percentage

$0 - $50,000: 1.50% $50,001 - $100,000: 1.25% $100,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,500,000: 0.80% $2,500,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.30%

Main office location

TruFinancial Registered Investment Advisory Services, Inc

San Diego CA, United States

Number of offices

Most active in

California

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Instagram Website (619) 886-4915

Advisors at this firm

Evan C

Series 63, Series 65

San Diego, CA

TruFinancial Registered Investment Advisory Services, Inc

Evan Compton is a financial advisor at TruFinancial Registered Investment Advisory Services, Inc with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TruFinancial since 2016, including roles at affiliated firms focused on insurance services. Compton is also a licensed insurance agent and vice president of sales at TruFinancial & Insurance Services Inc. TruFinancial Registered Investment Advisory Services primarily serves individual and high-net-worth clients, offering portfolio management and financial planning with discretionary authority. The firm employs a multi-method investment approach and incorporates client values into portfolio construction, combining advisory services with licensed insurance offerings.

Annuities Real estate investing

Daniel M

Series 63, Series 65

San Diego, CA

TruFinancial Registered Investment Advisory Services, Inc

Daniel Meyers is a financial advisor at TruFinancial Registered Investment Advisory Services, Inc with over 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TruFinancial and related entities since 2016, following five years at W&S Brokerage Services. TruFinancial Registered Investment Advisory Services, Inc provides portfolio management and financial planning primarily for individual and high-net-worth clients, using a combination of analytical methods and long-term trading strategies. The firm offers tailored investment solutions across a range of vehicles and incorporates clients’ environmental and political preferences into portfolio construction.

Annuities Real estate investing

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