TrueStar Financial Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
TrueStar Financial Partners is a small independent advisory firm that provides portfolio management and financial planning services to individuals, high-net-worth individuals, and business entities. The firm also discloses an affiliated tax preparation company and currently reports being newly formed with no assets under management or active client accounts.
The firm's investment process is grounded in Modern Portfolio Theory and a long-term trading approach, with client Investment Policy Statements used to document goals, risk tolerance, and time horizon; TSFP generally seeks discretionary authority and conducts quarterly portfolio reviews. Financial planning is offered on a fixed- or hourly-fee basis and includes tax-aware planning such as Roth conversion analysis and tax-loss harvesting as part of its recommendations.
Several operational features distinguish TSFP from many peers: it requires clients to custody assets with Schwab Institutional, does not aggregate (block) trades across client accounts, and has disclosed limited custody procedures tied to standing letters of authorization for first- and third-party money movements. The ownership of an affiliated tax preparation business creates a potential referral relationship and conflict of interest (clients are not required to use the affiliate), and the firm’s new, no-AUM status may be relevant for those evaluating experience and track record.
Client services
Expertise
Fee options
Fixed financial planning fees between $1,600 and $2,400 for initial plan; $2,000 per year billed quarterly thereafter for monitoring and follow-up (may be waived if portfolio management services are used)
$0 - $500,000: 0.95% $500,001 - $1,000,000: 0.73% $1,000,001 - $3,000,000: 0.54% $3,000,001+: 0.32%
$100 per hour for financial planning services
Main office
Mount Laurel Township NJ
Advisors at this office
1
Most active in
New Jersey
Also doing business as
Truestar Financial Partners · Truestar 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
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