True Fiduciary Financial Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
True Fiduciary Financial Advisors, LLC is a registered investment adviser that describes offering ongoing portfolio management and standalone financial planning primarily to individuals and high‑net‑worth individuals. The firm’s Form ADV states that, as of November 2021, it reported no assets under management and no client accounts.
The brochure says the firm builds Investment Policy Statements and applies modern portfolio theory with a long‑term trading approach, using mutual funds, equities, fixed income and ETFs (including precious‑metals ETFs), and it accepts both discretionary and non‑discretionary mandates. It requires custody at Schwab Institutional and notes it can manage held‑away defined‑contribution participant accounts through a third‑party platform to facilitate oversight without direct access to client login credentials.
What is distinctive in the ADV is the retail focus and one‑time financial planning engagements despite the firm’s investment‑manager classification and the absence of reported AUM or ongoing client relationships at the time reported. The firm’s sole owner holds the CFP® designation and discloses outside real‑estate brokerage activity, which the ADV identifies as a potential conflict of interest.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Fee options
Financial planning fixed fees range between $1,000 and $5,000 based on complexity and number of planning subjects included.
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.75% $1,000,001+: 0.50%
Account minimum: No account minimum for any of TFFA’s services.
Main office location
True Fiduciary Financial Advisors, LLC
4921 E Bell Road, Suite 207
Scottsdale AZ 85254, United States
Number of offices
1
Most active in
True Fiduciary Financial Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Arizona
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
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.
-
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
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