A complete list of active advisors currently associated with True Path Financial LLC
Warmer can help you find a great advisor at True Path Financial LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at True Path Financial LLC, 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 |
|---|---|---|
Sarasota, FL
| 42
| |
Sarasota, FL
| 5
|
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)