TrueFocus Financial Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$67,400,000
Clients
38
Advisors
2
of 2 employees
About
TrueFocus Financial Partners serves individual and high‑net‑worth clients with wealth management that combines investment management and ongoing financial planning. The firm operates on a fee‑only, asset‑based model and also offers project‑based financial planning for clients who do not retain investment management.
The firm’s investment approach is grounded in Modern Portfolio Theory and uses a mix of passive and active funds, manager and fund-level analysis, and the ability to incorporate socially responsible (ESG) options when requested. TrueFocus accepts discretionary authority for managed accounts, reviews held‑away accounts, and requires clients to custody assets with a designated institutional custodian; it executes trades on an individual account basis rather than through aggregated block trades.
Notable operational features include a small, two‑advisor team serving a compact client base, relatively high account and advisory fee minimums, and an explicit allocation of fees between investment management and planning. Principals hold CFP® and additional professional credentials (including tax and insurance credentials), the firm is strictly fee‑only and does not accept commissions, and it does not vote client proxies — governance and service choices that distinguish it from many supported peers.
Client services
Expertise
Fee options
Fixed fee for Project-Based Financial Planning varies based on complexity and scope; deposit of 50% required
$0 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.75% $5,000,001+: 0.25%
$350 per hour for services rendered prior to termination of Project-Based Financial Planning Agreement
Account minimum: $1,000,000 Minimum fee: $10,000 annual minimum fee for Wealth Management Service Fee-only: Wealth Management Services and Project-Based Financial Planning (fixed fees)
Main office
650 Ten Rod Road, #10
North Kingstown RI 02852
Advisors at this office
2
Most active in
Massachusetts · Rhode Island
Also doing business as
Truefocus Financial Partners · Truefocus Financial Partners LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
Jonathan U
CFP®
North Kingstown, RI
TrueFocus Financial Partners
Jonathan Ullman is a CFP® professional with 13 years of industry experience. He has worked at Montis Financial from 2006 to 2023 before joining TrueFocus Financial Partners in 2023. TrueFocus Financial Partners serves individual and high-net-worth clients, providing wealth management that combines ongoing portfolio management with financial planning. The firm uses a modern portfolio theory approach, blending passive and active investments tailored to clients’ risk tolerance and time horizon.
Mary K
CFP®, Series 63, Series 66
North Kingstown, RI
TrueFocus Financial Partners
Mary Konetzny is a CFP® professional with 17 years of experience in financial advising. She currently works at TrueFocus Financial Partners and has previously been with Montis Financial, Adviser Investments, and Braver Wealth Management. TrueFocus Financial Partners serves individual and high-net-worth clients by providing fee-only wealth management that integrates portfolio management and financial planning. The firm uses a modern portfolio theory approach, combining passive and active investments tailored to client risk tolerance and time horizon, and emphasizes individualized planning through a small, founder-led practice.
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