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
Louis Rendemonti Jr.	Sarasota, FL	41
Quenton Wattinger	Sarasota, FL	5

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