A complete list of active advisors currently associated with True Measure Wealth Management
Warmer can help you find a great advisor at True Measure Wealth Management or one who fits your needs even better.
True Measure Wealth Management advises individuals, trusts, estates and small businesses on comprehensive financial planning and discretionary investment management, offering services that include cash flow and tax planning, estate planning coordination, and periodic net worth reporting. The firm operates as a fee-only advisor and provides both project-based financial planning and ongoing asset management, including hourly limited-scope engagements and a unified managed account option with optional tax-overlay services. The firm’s investment approach centers on strategic, globally diversified asset allocation implemented primarily through third‑party managers, mutual funds and ETFs, with custodial relationships at SEI, Charles Schwab and Betterment to execute trades and custody assets. Portfolios are reviewed periodically and adjusted to clients’ stated objectives, time horizon and risk tolerance, while model- and overlay-driven programs may be used to implement strategy and tax-aware trading. Noteworthy aspects include an unusually high level of assets per advisor — the firm manages roughly $241.5 million for about 105 clients while operating with a single primary advisor, a profile that is uncommon among similar supported firms. The brochure also discloses a prior regulatory finding involving the principal (funds repaid and consent order satisfied) and notes the principal’s separate business providing social‑media marketing services, as well as a business continuation agreement to support continuity in the event of the principal’s incapacity.
To learn more about the advisors currently working at True Measure Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Omaha, NE
| 30
|
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