A complete list of active advisors currently associated with TrueStar Financial Partners

Warmer can help you find a great advisor at TrueStar Financial Partners or one who fits your needs even better.

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.

To learn more about the advisors currently working at TrueStar Financial Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Kenneth Ginsburg	Mount Laurel Township, NJ	0

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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