TruAdvisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
TruAdvisors Financial, LLC provides continuous investment advisory and portfolio management services to individuals (including high-net-worth and non‑HNW clients), as well as to corporations, pension and profit‑sharing plans, charitable institutions, foundations, endowments, estates, trusts and other institutions. Services are delivered through Investment Advisor Representatives who gather client financial and demographic information to develop individualized investment programs and ongoing advice.
The firm constructs client investment policies from an investment objective questionnaire and applies fundamental, technical and cyclical analysis to recommend securities such as stocks, ETFs, mutual funds and fixed income instruments. TruAdvisors also implements derivatives strategies — including options in separately managed accounts for hedging and other purposes — and discloses the attendant volatility risks and that clients may impose written restrictions on such strategies.
Notably, the brochure highlights the firm’s active use of derivatives in client accounts, a practice that is uncommon among peer firms in this support cohort. The firm also discloses that a principal is separately licensed to offer life, long‑term care insurance and fixed‑index annuities and that those insurance activities are offered and compensated separately from TruAdvisors’ advisory services.
Client services
Expertise
Fee options
1.50% annually
Main office
See office3030 N Rocky Point Drive W, Suite 280
Tampa FL 33607
Advisors at this office
1
Offices (3)
Most active in
Colorado · Florida · Georgia · Louisiana · Massachusetts · Texas
Also doing business as
Moll Wealth · Moll Wealth Management · Moll Wealth Management, Inc · Moll Wealth Management, LLC · Spectra · Spectra Wealth Management, LLC · Truadvisors · Truadvisors Financial, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Quick links
Advisors at this firm
Christopher R
Series 65
Fort Worth, TX
TruAdvisors
Christopher Roberts is a Series 65-licensed advisor with TruAdvisors Financial, LLC, based in Fort Worth, TX. He has been with TruAdvisors since 2026 and has prior experience with Spectra ACS and CWM. TruAdvisors Financial provides investment advisory and portfolio management services to individuals, corporations, and various institutions. The firm uses a combination of fundamental, technical, and cyclical analysis and employs derivatives strategies, including options, in client accounts.
Brandon B
Series 65
Fort Worth, TX
TruAdvisors
Brandon Booth is a Series 65 credentialed financial advisor at TruAdvisors with five years of industry experience. He previously worked at Elevated Capital Advisors and has been affiliated with Spectra Financial since 2002. Outside of his advisory role, Booth serves on the board of managers for CyberneticEntertainment, LLC, a software publishing business, and owns The Diamond Source, a company supplying and exchanging diamonds and precious gems to independent jewelry stores. TruAdvisors Financial, LLC provides investment advisory and portfolio management services to a range of clients including individuals, corporations, and institutions. The firm employs fundamental, technical, and cyclical analysis in developing client investment programs and is notable for its active use of derivatives strategies in client accounts.
Matthew M
Series 66
Tampa, FL
TruAdvisors
Matthew Moll is a Series 66-licensed financial advisor with TruAdvisors Financial, LLC, where he has worked since 2014. He has 19 years of industry experience. Outside of his advisory role, he is the managing member of Suncoast Developments, LLC, a commercial real estate development company in Tampa. TruAdvisors Financial, LLC provides investment advisory and portfolio management services to individuals, corporations, pension plans, charitable institutions, and other entities. The firm applies fundamental, technical, and cyclical analysis in constructing client investment policies and actively employs derivatives strategies, including options, in client accounts.
Casey D
Series 65
Colorado Springs, CO
TruAdvisors
Casey Dickinson is a financial advisor at TruAdvisors with one year of industry experience. He holds a Series 65 designation and has prior work experience in digital marketing and the food industry. Dickinson owns a digital marketing company focused on small businesses in the food and e-commerce sectors. TruAdvisors Financial provides investment advisory and portfolio management services to individuals and various institutions. The firm employs a combination of fundamental, technical, and cyclical analysis and frequently uses derivatives strategies in client accounts.
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