True Wealth Nation

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Client assets under management

Clients

0% high-net-worth

Advisors

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

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

Financial planning Selection of other advisers Educational seminars or workshops

Expertise

General tax planning

Fee options

Fixed

Fixed project-based financial planning fees ranging from $250 to $10,000 depending on scope and complexity

Percentage

0.25% to 1.2% annually (negotiable)

Project-based

Up to $350 per hour for financial planning consultations (negotiable)

Other

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 location

True Wealth Nation

302 E 7 Th Street

Carroll IA 51401, United States

Number of offices

Most active in

Colorado · Iowa · Nebraska · Texas

Disclosures

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:

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.

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

Quick links

Facebook Website 712-792-6400

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.

General tax planning

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.

General tax planning

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.

General tax planning

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