True Equity Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$8,412,102
Clients
23
Advisors
1
of 1 employees
About
True Equity Wealth Management is a single-advisor independent RIA that provides tailored investment management and comprehensive financial planning to individual clients, high-net-worth households, and employer-sponsored retirement plans. Services include discretionary portfolio management, held-away account reviews (e.g., 401(k)s and 529s), and both ongoing and limited-scope financial planning engagements.
The firm constructs individualized portfolios using a mix of passive vehicle allocations and fundamental analysis within a modern portfolio theory framework, and it conducts regular account reviews and reporting on a quarterly basis. It acts as a fiduciary for retirement account advice and can implement discretionary authority subject to client-imposed restrictions and written investment policies.
What is distinctive about this firm is its scope of services for its size: beyond serving individual investors, it provides employee benefit plan services and pension consulting to plan sponsors and monitors participant-directed retirement plans, an offering that is uncommon among solo independent advisers. The firm also provides held-away account oversight and plan education in addition to standard wealth management, giving it a broader practice profile than many peers with similar assets under management.
Client services
Expertise
Fee options
Limited Scope Financial Planning fees range from $500 to $10,000, negotiable; Ongoing Comprehensive Financial Planning includes an upfront $1,500 fee plus ongoing monthly fees from $200 to $750 or quarterly fees from $600 to $2,250 based on complexity and client needs.
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $3,000,000: 0.70% $3,000,001 - $4,000,000: 0.60% $4,000,001 - $5,000,000: 0.50% $5,000,001 - $6,000,000: 0.40% $6,000,001 - $7,000,000: 0.30% $7,000,001+: 0.25%
Main office
1033 Demonbreun St., Suite 300
Nashville TN 37203
Advisors at this office
1
Most active in
California · Tennessee
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.
Forms ADV
Quick links
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