Truvize Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$43,610,809
Total clients
79
11% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
40
Average account size
$552,036
About
Truvize Financial Planning offers portfolio management, pension consulting, and tiered financial planning services to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and certain broker‑dealer customers. The firm manages both discretionary and non‑discretionary accounts and reports approximately $43.6 million in assets under management across about 79 clients with two advisors.
The firm documents client objectives and risk tolerance in a written Investment Policy Statement and applies fundamental analysis and modern portfolio theory within a long‑term trading framework, with ongoing monitoring and at least annual reviews and monthly custodian reporting. Financial planning services range from a 90‑minute session to comprehensive standalone and ongoing plans for high‑income earners and business owners, including implementation assistance and semi‑annual review meetings for ongoing clients.
Notably, Truvize has affiliated insurance activities (Truvize Insurance Planning) and its advisers are licensed to sell insurance and annuity products, a relationship the brochure discloses as a potential conflict of interest and says is managed through disclosure and periodic review. The firm also requires clients to use specified custodians (Altruist and/or Charles Schwab), does not aggregate block trades across client accounts, and offers access to a broader investment menu that includes private placements, venture capital funds, real estate funds, and precious‑metal ETFs.
Client services
Expertise
Occupation focus
Fee options
$0+: 0.35% up to 1.00% (Portfolio Management) $0+: 0.40% up to 1.00% (Pension Consulting)
Fee-only: Fixed fees for financial planning: $750 for 90 Minute Plan; $3,000 to $18,000 for Truvize Financial Plan; $5,500 to $18,000 annually for Ongoing Planning
Main office location
Truvize Financial Planning
11323 Rojas Dr, Ste A3
El Paso TX 79936, United States
Number of offices
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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