True Path Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$80,238,413
Clients
131
Advisors
2
of 2 employees
About
The firm provides discretionary asset management, annuity management, ERISA 3(21) retirement-plan advisory, and financial planning services to individual and institutional clients. It delivers ongoing portfolio management through a sub-advisor arrangement that executes trades on the firm’s behalf and administers client accounts under discretionary authority.
Investment approach combines fundamental and technical analysis and is tailored to client objectives, with the option to apply faith-based or biblically responsible screening that may narrow the investable universe. The firm also offers specialized services for variable and fixed annuities (including directing carrier instructions and monthly monitoring) and conducts quarterly account reviews and periodic plan oversight.
What is distinctive for a firm of this size is the advisers’ ongoing insurance agency activities and the firm’s explicit management of fee-based annuity contracts, a relationship disclosed as a potential conflict of interest and addressed through firm procedures. The firm also relies on a named third‑party sub-advisor for trade execution, requires use of particular custodians, does not aggregate trades across accounts, and does not vote client proxies—operational practices that differ from many peers and are described with corresponding disclosures in the brochure.
Client services
Expertise
Fee options
$0 - $500,000: 1.25% annually $500,000.01 - $1,000,000: 1.15% annually $1,000,000.01 - $2,000,000: 1.00% annually $2,000,000.01 - $3,000,000: 0.90% annually $3,000,000.01 - $5,000,000: 0.80% annually $5,000,001 - $10,000,000: 0.70% annually $10,000,000.01+: 0.60% annually
Advisors may receive commissions on insurance products sold as licensed insurance agents.
Fee-only: Fixed fee between $500 and $5,000 for financial planning based on complexity and client needs.
Main office
1689 2nd Street, Suite 103
Sarasota FL 34236
Advisors at this office
2
Most active in
Florida · New Jersey · Pennsylvania · 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Advisors at this firm
Quenton W
Series 63, Series 65
Sarasota, FL
True Path Financial LLC
Quenton Wattinger is a financial advisor at True Path Financial LLC in Sarasota, FL, with five years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Cambridge Investment Research Advisors, Procore Technologies, and McDermott International. Wattinger has also operated as a sole proprietor and has engineering experience from LJA Engineering. True Path Financial LLC provides discretionary asset management, annuity management, ERISA 3(21) retirement-plan advisory, and financial planning services to individual and institutional clients. The firm employs a combined fundamental and technical investment approach tailored to client objectives and offers faith-based or biblically responsible screening options.
Louis R
ChFC®, Series 63, Series 65
Sarasota, FL
True Path Financial LLC
Louis Rendemonti Jr. is a financial advisor with True Path Financial LLC in Sarasota, FL, holding the ChFC® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including a lengthy tenure at Guardian Life from 1999 to 2020 and roles at Cambridge Investment Research and Smart Retirement LLC. He also works as an independent insurance agent and is a Certified Exit Planning Advisor. True Path Financial LLC provides discretionary asset management, annuity management, ERISA 3(21) retirement-plan advisory, and financial planning services to individual and institutional clients. The firm uses a combination of fundamental and technical analysis tailored to client objectives and offers faith-based investment screening and specialized annuity services, operating through a sub-advisor arrangement for portfolio management.
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