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Trumix Advisors

Updated today

Client assets under management

$168,318,302

Clients

170

29% high-net worth

Advisors

3

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

57

Typical

Average account size

$990,108

About

TruMix Advisors works with individuals (including high‑net‑worth clients), retirement plans, trusts, charitable organizations, and businesses to provide discretionary investment management, ongoing comprehensive financial planning, project‑based planning, and SIMPLE IRA plan services. The firm also offers oversight of held‑away accounts through a third‑party trading and management platform rather than by accepting client account login credentials.

The adviser’s investment approach is grounded in Modern Portfolio Theory, emphasizing strategic asset allocation, a mix of passive and active funds, and a long‑term horizon; TruMix may also construct portfolios using ESG and other values‑based screens when requested. Investment policy statements are used to tailor portfolios to client goals and risk tolerance, accounts are managed on a discretionary basis, and portfolios are monitored and rebalanced regularly.

Noteworthy operational features include a small, supported team of three advisors managing roughly $170 million across about 170 clients, and the inclusion of ongoing comprehensive financial planning for managed clients as part of the firm’s service model. The brochure also notes dedicated SIMPLE IRA participant and plan sponsor services, the use of multiple custodians (including digital‑first and traditional providers) to match client needs, and no disclosed disciplinary events or related‑party conflicts.

Client services

Financial planning Portfolio management

Expertise

College savings (529s, UTMA, etc.)

Fee options

Fixed

$1,200 to $10,000 (fixed fee for project-based financial planning, negotiable in certain cases)

Project-based

$300 per hour (negotiable in certain cases)

Subscriptions

Starting at $600 per month, billed monthly in arrears (ongoing comprehensive financial planning and investment management services), fees may be negotiable

Main office location

Trumix Advisors

3800 American Boulevard West, Suite 350

Bloomington MN 55431, United States

Number of offices

1

Most active in

Minnesota · Tennessee · Texas · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Grant M

CFP®, Series 66

Bloomington, MN

Trumix Advisors

Grant Meyer is a CFP® professional with 12 years of experience in financial advising. He is currently with TruMix Advisors in Bloomington, MN, and has previously worked at GTS Financial, Fure Financial Corporation, and Commonwealth Financial Network. TruMix Advisors provides discretionary investment management, comprehensive and project-based financial planning, and employee benefit plan services to individuals and corporate plan sponsors. The firm emphasizes a Modern Portfolio Theory approach, combining passive and active funds while incorporating ESG considerations and individualized risk tolerances.

College savings (529s, UTMA, etc.)
user avatar

Tyler E

CFP®

Bloomington, MN

Trumix Advisors

Tyler Engbrecht is a CFP® professional with seven years of industry experience. He is currently with TruMix Advisors in Bloomington, MN, where he has worked since 2021. Prior to that, he was with Fure Financial Corporation and Wells Fargo Private Bank. TruMix Advisors offers discretionary investment management, financial planning, and employee benefit plan services to individuals—including high-net-worth clients—and corporate plan sponsors. The firm’s investment approach focuses on Modern Portfolio Theory with an emphasis on asset allocation, diversification, and long-term horizons, utilizing both passive and active funds as well as individual securities.

College savings (529s, UTMA, etc.)
user avatar

Kevin O

Series 63, Series 65

Bloomington, MN

Trumix Advisors

Kevin O’Laughlin is a financial advisor with TruMix Advisors in Bloomington, MN, holding Series 63 and Series 65 designations and 10 years of industry experience. He previously worked at Cahill Financial Advisors, Inc. for seven years and Gen Financial Management, Inc. for three years. TruMix Advisors provides discretionary investment management, financial planning, and employee benefit plan services to individuals, including high-net-worth clients, and corporate plan sponsors. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing asset allocation, diversification, and a long-term horizon using a blend of passive and active funds and individual securities.

College savings (529s, UTMA, etc.)
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