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TruePath Financial Planning

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Client assets under management

$36,665,586

Clients

77

17% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

26

Low

Average account size

$476,176

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

Financial planning Portfolio management

Expertise

Wealth management Tax-loss harvesting

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Fee options

Percentage

1% annually

Project-based

$250 per hour

Subscriptions

Subscription rate for financial planning services, depending on level of service

Main office location

TruePath Financial Planning

3240 B Juan Tabo Blvd Ne, Suite A 2

Albuquerque NM 87111, United States

Number of offices

1

Most active in

More info

Arizona · New Mexico · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 505-797-7765

Advisors at this firm

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user avatar

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.

Wealth management Tax-loss harvesting
user avatar

Troy W

Series 65

Albuquerque, NM

TruePath Financial Planning

Troy Williamson is a financial advisor at TruePath Financial Planning in Albuquerque, NM, holding a Series 65 designation with four years of industry experience. He has worked at TruePath Financial Planning since 2021 and has concurrently served at Menaul School since 2007. TruePath Financial Planning provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as 401(k) management services for businesses. The firm employs a long-term asset allocation strategy using a range of investment vehicles and offers customizable risk options, with accounts reviewed at least annually.

Wealth management Tax-loss harvesting
user avatar

Randall L

CFP®, Series 65

Albuquerque, NM

TruePath Financial Planning

Randall Loemker is a CFP® and Series 65-licensed financial advisor with 16 years of industry experience. He is currently with TruePath Financial Planning and has previously worked at Percheron Consulting, LLC, CWM, LLC, and Lane Brothers Investment Counsel. TruePath Financial Planning serves individual and high-net-worth clients with financial planning and portfolio management, as well as 401(k) management for businesses. The firm employs a long-term asset allocation strategy using a variety of investment vehicles and offers customizable risk profiles, with accounts reviewed at least annually.

Wealth management Tax-loss harvesting
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