True Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$11,690,485
Clients
20
Advisors
1
of 1 employees
About
True Financial provides discretionary portfolio management, financial planning, and pension consulting to individuals as well as pension and profit‑sharing plans, including 401(k) plans. The firm manages approximately $11.8 million in discretionary assets, prepares written investment policy statements, and delivers one‑time financial plans alongside ongoing monitoring and quarterly reporting.
The firm implements a mix of fundamental analysis and modern portfolio theory and uses both long‑term and short‑term trading across mutual funds, ETFs (including precious metal ETFs), fixed income, real estate funds, annuities and select private placements. True Financial operates as a fiduciary, documents clients’ risk tolerances and objectives, and generally manages accounts on a discretionary basis to seek fair and equitable allocation of investment opportunities.
True Financial is distinctive among similar independent advisers for offering formal pension consulting services—such as identifying plan objectives, recommending money managers and creating written pension plans—which is relatively uncommon for firms of its size. The firm’s principal holds an active law license but does not practice law or provide legal services to clients, and the firm requires clients to custody accounts with Charles Schwab Advisor Services.
Client services
Expertise
Fee options
Financial planning fixed fees range from $2,000 to $15,000.
$0 - $250,000: 1.25% $250,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.70% $2,000,001 - $5,000,000: 0.45% $5,000,001+: 0.25%
Fee-only: Portfolio management and pension consulting fees are asset-based, financial planning fees are fixed fees.
Main office
7712 W. Main Street, Suite 204
Houma LA 70360, United States
Most active in
Louisiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
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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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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