True Abundance Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
True Abundance Advisors serves individual and family clients with holistic, fee‑only financial planning and investment advisory services, delivered primarily through annual retainer engagements and limited‑scope projects. The firm also offers a short-form One Page Financial Plan product and will recommend third‑party sub‑advisers for discretionary portfolio management when appropriate.
The firm tailors recommendations to each client’s risk tolerance, tax situation, time horizon and goals, emphasizing diversified holdings such as ETFs, no‑load mutual funds, government securities and bonds and regular review and rebalancing. For some accounts it coordinates with an unaffiliated sub‑adviser that provides discretionary trading and portfolio implementation while the firm retains oversight and periodic review responsibility.
Noteworthy details in the brochure include the firm’s use of client testimonials in its marketing materials, a practice that is uncommon among independent advisers, and its emphasis on a retainer‑based engagement model calculated from assets under advisement rather than a simple ongoing percentage billing approach. The brochure also discloses an arrangement to incorporate a sub‑adviser’s charges within the firm’s overall billing and highlights a very small client roster relative to its assets under management.
Client services
Expertise
Fee options
Retainer fee based on tiered AUA schedule, calculated annually, payable monthly or quarterly; One Page Financial Plan fee is $497 upfront
$0 - $500,000: 1.15% $500,001 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.85% $4,000,001+: 0.75%
Retainer engagements billed as flat annual fee payable monthly or quarterly in advance
Account minimum: $10,000 Minimum fee: Minimum retainer fee of $10,000 Fee-only: Fee-only financial planning firm, no commissions
Main office
White Plains NY
Advisors at this office
1
Most active in
New York
Also doing business as
Rotter, Laura Ingber · True Abundance Advisors
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.
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