TruePath Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
TruePath Financial Planning provides investment management and financial planning primarily to individual and high-net-worth clients and also offers 401(k) management for businesses. The firm additionally performs seasonal tax-preparation work and makes planning available through subscription and hourly arrangements.
The firm follows a long-term asset-allocation approach, constructing diversified portfolios using index funds, ETFs, mutual funds, individual stocks, and bonds, and typically manages accounts on a discretionary basis. Clients may set risk preferences, impose investment restrictions, or request specific securities be included in their portfolios.
TruePath maintains an affiliation with Percheron Financial Consulting that includes cross-state referrals and shared client-relationship responsibilities; Percheron may handle some client-facing communication while TruePath retains investment decision-making and shares a portion of fees for referred clients. As a small RIA managing roughly $36.7 million with a handful of advisors, the combination of fee-sharing referral arrangements and in-house tax-preparation activity is a notable operational feature relative to many peers.
Client services
Expertise
Fee options
1% annually
$250 per hour
Subscription rate for financial planning services, depending on level of service
Main office
3240 B Juan Tabo Blvd NE, Suite A 2
Albuquerque NM 87111
Advisors at this office
3
Most active in
Arizona · New Mexico · Texas
Also doing business as
Clear Path Financial Planning · Clear Path Financial Planning, LLC · Truepath Financial Planning · Truepath Financial Planning 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
Advisors at this firm
Joel N
CFP®, Series 63, Series 65
Albuquerque, NM
TruePath Financial Planning
Joel Nance is a CFP® professional with 19 years of industry experience, currently serving as an advisor at TruePath Financial Planning since 2007. He holds Series 63 and Series 65 licenses and operates out of Albuquerque, NM. TruePath Financial Planning offers financial planning and portfolio management primarily for individual and high-net-worth clients, as well as 401(k) management services for businesses. The firm uses a long-term asset allocation strategy with a range of investment vehicles and allows clients to customize risk levels and exclude specific investments.
Troy W
Series 65
Albuquerque, NM
TruePath Financial Planning
Troy Williamson is a financial advisor at TruePath Financial Planning in Albuquerque, NM, with five years of industry experience and a Series 65 credential. He has worked at TruePath Financial Planning since 2021 and has also been employed at Menaul School since 2007. TruePath Financial Planning offers investment management and financial planning services primarily to individual and high-net-worth clients, as well as 401(k) management for businesses. The firm uses a long-term asset-allocation strategy with diversified portfolios and also provides seasonal tax-preparation services.
Randall L
CFP®, Series 65
Albuquerque, NM
TruePath Financial Planning
Randall Loemker is a CFP® with 17 years of experience in financial advising, currently with TruePath Financial Planning in Albuquerque, NM. He has worked at Percheron Consulting, LLC and CWM, LLC, and spent over a decade at Lane Brothers Investment Counsel. TruePath Financial Planning serves individual and high-net-worth clients with investment management and financial planning, offering 401(k) management and seasonal tax-preparation services. The firm uses a long-term asset-allocation strategy with diversified portfolios, typically managing accounts on a discretionary basis and allowing clients to set risk preferences or impose investment restrictions.
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