A complete list of active advisors currently associated with True Wave Financial Planners

Warmer can help you find a great advisor at True Wave Financial Planners or one who fits your needs even better.

True Wave Financial Planners primarily serves individual clients — including high‑net‑worth households — as well as retirement plans and small businesses. The firm offers model‑based portfolio management, selection and monitoring of third‑party money managers, and written financial planning engagements. The firm delivers advice mainly through goal‑oriented model portfolios managed on a discretionary basis, using asset allocation, mutual fund/ETF analysis and longer‑term purchase strategies, and adjusts equity exposure as its assessment of market risk changes. Clients receive ongoing supervision with at least annual suitability reviews and quarterly reporting, and may place reasonable investment restrictions on their accounts. Noteworthy operational features include a relatively large asset base managed by a small adviser team (approximately $456 million in client assets, largely discretionary) and the use of solicitor arrangements with third‑party managers for which the firm receives a portion of the manager’s fee, a disclosed conflict of interest the firm monitors. The firm also offers access to an affiliated tax‑preparation resource via an enrolled agent, implements client trades separately rather than routinely blocking/aggregating orders, and does not vote client proxies.

To learn more about the advisors currently working at True Wave Financial Planners, 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.