True Wealth Nation
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
TrueWealth Nation serves a small group of individual and institutional clients and offers comprehensive financial planning — including tax, insurance, retirement, and estate planning — alongside investor education through its "TrueWealth University" workshops. Rather than directly managing portfolios, the firm refers clients to a single third‑party money manager for asset management and receives advisory compensation through that relationship, which follows the common percentage‑of‑AUM model used by many supported firms.
The firm gathers clients’ financial information, risk tolerance, and goals through consultations, tailors written plans and investment recommendations, assists with account paperwork, and reviews accounts at least annually while monitoring the third‑party manager’s performance. TrueWealth Nation does not maintain discretionary investment authority, does not custody assets itself (reported AUM $0), and does not vote client securities.
Distinctive features include an affiliated accounting practice under common ownership that provides tax and compliance services, and advisors who are licensed insurance agents and may offer commissionable insurance products, creating potential conflicts that the firm discloses. The firm’s small scale — two advisors and a very limited client base — combined with its solicitor/co‑advisory arrangement with a single external manager and its educational workshop offerings, sets it apart from many peers.
Client services
Expertise
Fee options
Fixed project-based financial planning fees ranging from $250 to $10,000 depending on scope and complexity
0.25% to 1.2% annually (negotiable)
Up to $350 per hour for financial planning consultations (negotiable)
Fee-only: Financial planning fees charged hourly up to $350/hour or fixed fees ranging from $250 to $10,000 per project (negotiable)
Main office
302 E 7th Street
Carroll IA 51401
Advisors at this office
3
Most active in
Colorado · Iowa · Nebraska · Texas
Also doing business as
Premier Financial Services, Inc. · Prowise Financial Coaching · True Wealth Nation · Truewealth University
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Wyatt G
Series 63, Series 65
Carroll, IA
True Wealth Nation
Wyatt Gauchat is a financial advisor at True Wealth, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TD Ameritrade and True Wealth Nation. True Wealth, LLC provides financial planning and coordinates asset management for individuals, high-net-worth clients, and small businesses. The firm refers discretionary portfolio management to a third-party money manager and focuses on tailored investment recommendations using mutual funds, ETFs, and fixed-income securities.
John S
CFP®, PFS™, Series 63
Carroll, IA
True Wealth Nation
John Sklenar is a CFP® and PFS™ with 27 years of industry experience. He is affiliated with True Wealth Nation and has worked at Premier Financial Services, Inc. since 2011. He founded Sklenar Company in 1995 and has been involved in the CPA business since the late 1970s. Outside of financial advising, he has served as a marketing consultant for a non-investment-related company since 2009. True Wealth Nation serves a small group of individual and institutional clients, providing comprehensive financial planning and investor education through its "TrueWealth University" workshops. The firm refers clients to a single third-party money manager for asset management and focuses on tailored financial plans without maintaining discretionary investment authority or custody of client assets.
Nicholas S
CFP®, Series 65
Carroll, IA
True Wealth Nation
Nicholas Sklenar is a CFP® and Series 65 licensed financial advisor with 13 years of industry experience. He is currently with True Wealth, LLC and has been affiliated with Premier Financial Services, Inc. since 2012. Sklenar is also a licensed insurance agent and spends a significant portion of his time involved in insurance sales. True Wealth, LLC provides financial planning and coordinates asset management for individuals, high-net-worth clients, and small businesses, referring discretionary portfolio management to a third-party money manager while assisting clients with account setup and ongoing support. The firm emphasizes tailored investment recommendations based on client objectives, risk tolerance, and time horizon.
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