True Wealth Group

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Client assets under management

$149,857,368

Clients

164

48% high-net-worth

Advisors

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

High

Average account size

$913,764

About

True Wealth Group (Skyliner Wealth, LLC dba True Wealth Group) advises individuals, families, high-net-worth clients, trusts, estates, businesses and retirement plans, offering discretionary investment management, financial planning, consulting and retirement-plan advisory services. Like many supported firms, it builds diversified portfolios primarily using mutual funds and ETFs and provides portfolio monitoring and rebalancing as part of its advisory services.

The firm applies strategic asset-allocation and diversification informed by modern portfolio theory, fundamental analysis and cyclical analysis, and it routinely customizes portfolios to clients’ stated goals and risk tolerances; financial planning is frequently integrated with investment management rather than delivered only as a standalone service. True Wealth Group also provides employer retirement-plan services, including ERISA 3(38) discretionary investment management and participant education, in addition to consulting for plan sponsors.

True Wealth Group’s disclosures note that some associated persons act as insurance agents and that the firm uses endorsements, testimonials and third‑party ratings in its advertising—practices that are less common among peers in this category. The firm is small and owner-managed (two owners, with an ownership change noted in 2025) while overseeing roughly $151 million for a modest client base, and it generally delegates proxy voting to third-party managers and uses Schwab custody with Black Diamond reporting.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Roth conversion strategy Charitable giving tax strategies Tax-loss harvesting General retirement planning Social Security optimization

Fee options

Percentage

$0.00 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%

Project-based

$400 per hour for stand-alone financial planning and consulting services

Main office location

True Wealth Group

750 Nw Charbonneau Street, Suite 201

Bend OR 97703, United States

Number of offices

Most active in

California · Nebraska · Oregon · Texas · Washington

Disclosures

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:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Instagram YouTube Website 541-588-5008

Advisors at this firm

Ian L

CFP®, Series 63, Series 66

Bend, OR

True Wealth Group

Ian Laimbeer is a CFP® professional with eight years of industry experience, currently affiliated with True Wealth Group in Bend, OR. His prior roles include positions at My Legacy Advisors, Eagle Wealth Management, United Planners Financial Services of America, and Thrivent Financial. Outside of his advisory work, he provides individual tax return preparation through his business, Loop, in Bend, OR. True Wealth Group offers discretionary investment management, financial planning, consulting, and retirement-plan advisory services to a range of clients including individuals, families, high-net-worth clients, and businesses. The firm emphasizes strategic asset allocation using diversified mutual funds and ETFs, applies fundamental and cyclical analysis, and integrates financial planning into client relationships.

Roth conversion strategy Charitable giving tax strategies Tax-loss harvesting General retirement planning Social Security optimization

Mathew H

CFP®, Series 66

Bend, OR

True Wealth Group

Mathew Hunnicutt is a CFP® with 22 years of industry experience and is currently with True Wealth Group in Bend, OR. His prior roles include positions at My Legacy Advisors, Eagle Wealth Management, United Planners Financial Services of America, and SII Investments, Inc. Outside of his advisory work, he is involved in Peregrine Racing, an endurance sports and coaching business. True Wealth Group provides discretionary investment management, financial planning, consulting, and retirement-plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation using diversified mutual funds and ETFs, with occasional use of individual securities, and offers fiduciary, discretionary management integrated with financial planning.

Roth conversion strategy Charitable giving tax strategies Tax-loss harvesting General retirement planning Social Security optimization

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