True Wealth Design

Wealth Management Firm in Collier County, FL

Firm Info
Address: 1415 Panther Ln #366, Naples, FL 34109, USA
Phone: (239) 778-0707

Firm Size
Assets Under Management: $416.9 million
# of Advisors: 5
# of Clients: 1,070
Client to Advisor Ratio: 214:1
Average Account Size: $389,604
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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True Wealth Design, LLC Overview

TRUE WEALTH DESIGN, LLC is a fee-only registered investment advisory firm based in Akron, OH. Established in 2018, the firm has quickly solidified its position as a premier wealth management provider serving the needs of individuals and small businesses. As a fee-only firm, TRUE WEALTH DESIGN does not earn commissions or referral fees for recommending specific investment products. Instead, the firm receives compensation directly from its clients, guaranteeing complete alignment of interests between the firm and its clients. Supported by an experienced team of professionals, TRUE WEALTH DESIGN delivers a range of services, including financial planning, portfolio management, pension consulting services, and educational seminars and workshops. The firm takes a holistic approach in helping clients achieve their financial objectives, leveraging data-driven insights and a keen understanding of market trends to develop strategies that maximize returns while minimizing risks. In addition to its core offerings, TRUE WEALTH DESIGN also serves as an insurance broker/agent as well as an accounting firm offering investment advice. This added expertise enables the firm to provide a comprehensive suite of services, seamlessly integrating investment management, financial planning, accounting, and insurance solutions into a cohesive offering tailored to meet its clients' unique needs. With a focus on personalized service, TRUE WEALTH DESIGN is committed to building long-term relationships with its clients, helping them achieve their financial goals and realize their dreams.

True Wealth Design, LLC caters to a diverse range of clients, including individuals, high net worth individuals, and pension or profit sharing plans. Their comprehensive financial planning services and investment management strategies cater to the needs of a wide spectrum of clientele. Their team of experienced financial advisors works diligently to understand clients' objectives, assess their risk tolerance, and design tailor-made investment plans that suit their needs. True Wealth Design, LLC offers customized fee structures based on the services provided to clients. Their fee structure options include percentage of assets under management, hourly fees, and fixed fees. These fee structures ensure that clients are charged fairly and transparently, depending on the complexity of their financial planning needs. Clients can choose the fee structure that is best suited to their specific requirements, giving them flexibility and peace of mind. With True Wealth Design, LLC's transparent fee structures, clients can be assured that they are receiving top-notch financial planning services that cater to their unique needs.

Typical Clients, Fee Structures & Investment Minimum

According to the note in TRUE WEALTH DESIGN, LLC's Part 2 Brochure, the firm does not have a minimum asset requirement to become a client. However, they may impose minimum fees, but there is no mention of an investment minimum. Therefore, it can be assumed that TRUE WEALTH DESIGN, LLC does not have an investment minimum.

How This Office Can Help Collier County, FL Residents

True Wealth Design is an independent wealth management firm that assists clients in Collier County, FL in achieving their financial goals. The firm provides comprehensive financial planning and investment management services to individuals and families in the area. Clients in Collier County may be facing unique financial situations such as preserving wealth, managing retirement funds, and protecting assets from tax implications. True Wealth Design offers a range of investment and planning solutions, including financial planning, retirement planning, investment management, and estate planning. The firm's experienced advisors work with clients to analyze their current financial situation and develop a customized plan to achieve their goals. For those nearing retirement, the firm may recommend strategies to preserve wealth and secure income streams, such as annuities or investment portfolios designed to provide steady returns. Additionally, the firm can assist clients in Collier County with strategies to protect their wealth from potential tax implications, which may be a concern for high net worth individuals or families.

To view the Minimum Investment and Fee Schedule for True Wealth Design, LLC, visit their Part 2 Brochure.

Services Offered by True Wealth Design, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by True Wealth Design, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1415 Panther Ln #366, Naples, FL 34109, USA
Phone (239) 778-0707
Opening Hours
  • Mon 8 AM–5 PM
  • Tue 8 AM–5 PM
  • Wed 8 AM–5 PM
  • Thu 8 AM–5 PM
  • Fri 8 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 700 GHENT ROAD, SUITE 100, AKRON, OH 44333, United States

This firm has no other locations.

State Registrations

True Wealth Design, LLC is registered to service clients in the following states:

  • Florida
  • Louisiana
  • North Carolina
  • Ohio
  • Pennsylvania
  • Puerto Rico
  • South Carolina
  • Virginia

Disciplinary History

True Wealth Design, LLC does not have any disclosures. Please visit it's Form ADV for more details.