True Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
True Financial Group serves individual and high‑net‑worth clients as well as pension and profit‑sharing plans, offering wrap asset management and investment consulting alongside financial planning, retirement plan consulting, and related services such as tax planning, cost‑segregation studies and corporate‑structure advice. As a fiduciary, the firm provides individualized discretionary management for wrap clients and general advice for standalone planning and consulting engagements.
The firm manages assets using proprietary asset‑allocation models (ranging from ultra‑aggressive to very conservative) and implements portfolios via ETFs, mutual funds, individual securities and cash equivalents with an emphasis on asset allocation and periodic review. It operates a wrap fee program that bundles trading and custodial services for wrap clients and maintains conservative cash positions to facilitate account management.
With roughly 667 clients, two advisors and about $409 million in regulatory AUM, the firm’s client‑to‑advisor ratio is notably high compared with peers, suggesting reliance on scalable processes and model portfolios. Its role as a wrap fee program sponsor combined with the breadth of specialized business‑oriented planning services (for example, retirement plan consulting and cost‑segregation work) is uncommon for firms of this size.
Client services
Expertise
Fee options
Flat fees from $500 to $2,000 for initial financial planning and consulting services.
Fee-only: Flat fees ranging from $500 to $2,000 for initial financial planning and consulting services; ongoing planning and consulting fees may be paid monthly or in full; minimum financial plan fee typically $500.
Main office
1464 E Whitestone Blvd, Suite 1601
Cedar Park TX 78613
Advisors at this office
2
Most active in
California · Colorado · Florida · Louisiana · Nebraska · Texas · Washington
Also doing business as
True Financial Group · Truefg, 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:
-
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.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Marie F
CFP®, Series 66
Cedar Park, TX
True Financial Group
Marie Freemyer is a CFP® professional with 12 years of experience in the financial services industry. She has been with True Financial Group since 2017 and previously worked at Ameriprise Financial Services, Inc. from 2013 to 2017. Outside of her advisory role, she manages several long-term and vacation residential rental properties in Texas. True Financial Group serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing wrap asset management, financial planning, retirement plan consulting, and related advisory services. The firm employs proprietary asset-allocation models and operates a wrap fee program, managing approximately $409 million in assets for about 667 clients.
Scott B
CFP®, Series 63
Cedar Park, TX
True Financial Group
Scott Brischke is a CFP® with 27 years of experience in the financial services industry. He has worked at True Financial Group since 2017 and previously spent 12 years at Ameriprise Financial Services. Outside of his advisory role, he serves as CFO of Roof Joker, a residential roofing business in Leander, Texas. True Financial Group serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering wrap asset management, financial planning, and related consulting services. The firm uses proprietary asset-allocation models and a wrap fee program to manage approximately $409 million in assets for about 667 clients.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")