True Vision Financial Advisors logo

True Vision Financial Advisors

Updated today

Client assets under management

$271,745,411

Clients

367

23% high-net-worth

Advisors

4

of 9 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

92

High

Average account size

$740,451

About

True Vision provides discretionary wealth management and financial planning to individuals, high‑net‑worth clients, trusts and estates, managing roughly $271.7 million for about 367 client relationships with a small advisor team. Services described in the brochure include customized portfolio construction, ongoing investment supervision, financial planning engagements, and coordination with clients’ other professionals.

The firm generally pursues a long‑term investment approach while employing fundamental, technical and cyclical analysis and may use low‑cost mutual funds, ETFs, individual securities and unaffiliated independent managers to implement client strategies. True Vision also uses third‑party access platforms to view or manage held‑away accounts (for example, employer‑sponsored plans), and it allows reasonable client restrictions and periodic rebalancing or shorter‑term trades when circumstances warrant.

True Vision is notable among peers for sponsoring a wrap fee program (described in Appendix 1) that bundles securities transaction costs into its asset‑based advisory arrangement, and for disclosing that it advertises third‑party ratings. The brochure also discloses several adviser affiliations and outside business activities — including broker‑dealer registration, insurance licensure, institutional relationships with custodians and non‑investment businesses — which the firm identifies and describes as potential conflicts and mitigations.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management

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Fee options

Fixed

Initial fixed financial planning fees range from $2,500 to $5,000.

Percentage

$0+: 0.30% annually +: up to 1.50% annually

Commissions

Certain advisory persons receive commissions separately as registered representatives and insurance professionals; however, the firm itself does not charge commission-based fees.

Project-based

Hourly financial planning fees range from $285 to $500 per hour.

Other

Fee-only: Investment advisory fees range from 0.30% to 1.50% annually based on assets and services provided.

Main office location

True Vision Financial Advisors

7616 Currell Boulevard, Suite 220

Woodbury MN 55125, United States

Number of offices

2

Most active in

Arizona · Florida · Iowa · Louisiana · Minnesota · Texas · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Darin P

Series 63, Series 66

Woodbury, MN

True Vision Financial Advisors

Darin Pilacinski is a financial advisor with True Vision Financial Advisors in Woodbury, MN, holding Series 63 and Series 66 credentials and 23 years of industry experience. His prior positions include roles at LPL Financial, Gladstone Wealth Partners, and Financial Engines Advisors. True Vision Financial Advisors provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term investment approach using fundamental, technical, and cyclical analysis, and offers customized portfolio construction, ongoing supervision, and coordination with clients’ other professionals.

Wealth management
user avatar

Christine T

CFP®

Woodbury, MN

True Vision Financial Advisors

Christine Thomas is a CFP® professional with seven years of experience in financial advising. She is currently with True Vision Financial Advisors and has previously worked at Berger Financial Group and Cambridge Investment Research Advisors, Inc. Outside of advising, she is the owner and president of MY BOOK, LLC, a publishing company focused on self-help topics, and also works as an independent consultant selling cleaning products. True Vision Financial Advisors provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm manages approximately $271.7 million across about 367 client relationships using a long-term investment approach that incorporates fundamental, technical, and cyclical analysis, employing a range of investment vehicles and customized portfolio strategies.

Wealth management
user avatar

Nathan P

Series 63

Wayzata, MN

True Vision Financial Advisors

Nathan Pribyl is a financial advisor at True Vision Financial Advisors with 12 years of industry experience. He holds a Series 63 designation and has previously worked at Gladstone Wealth Partners, Financial Engines Advisors LLC, and TMFS Advisors LLC. Outside of his advisory role, he owns a home building and construction business. True Vision Financial Advisors provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm manages approximately $271.7 million across about 367 client relationships, employing a long-term investment approach with customized portfolio construction and coordination with clients' other professionals.

Wealth management
user avatar

Samantha P

Series 63, Series 65

Woodbury, MN

True Vision Financial Advisors

Samantha Pilacinski is a financial advisor at True Vision Financial Advisors in Woodbury, MN, holding Series 63 and Series 65 licenses with approximately nine years of industry experience. Her prior work includes roles at QBE North America and Charles Schwab. True Vision Financial Advisors provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates, managing around $271.7 million across approximately 367 client relationships. The firm employs a long-term investment approach using fundamental, technical, and cyclical analysis, with a range of investment vehicles and client-specific strategies.

Wealth management
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