TRUEWEALTH STEWARDSHIP, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
TrueWealth Stewardship, LLC is an independent, single-advisor registered investment adviser that provides fee-based financial planning and consulting primarily to individual clients and select small-to-medium sized businesses. The firm focuses on written financial plans and on-going planning engagements rather than discretionary portfolio management.
Advisory work is delivered through one-on-one interviews, questionnaires and modular or holistic written plans, with concise “Action Plan” summaries to help clients implement recommendations. TrueWealth does not manage client assets directly; clients may implement recommendations themselves or elect to have the adviser implement them through a separate broker-dealer or insurance relationship disclosed in the brochure.
Compared with peers, the firm is notable for offering public and organizational educational workshops in addition to one-on-one planning, a service uncommon among similar solo independent advisers. It also departs from common industry practice by not providing portfolio management or charging percentage-of-AUM fees, instead relying on fixed, hourly and subscription-style planning arrangements, and discloses that its representatives can implement recommendations through broker-dealer and insurance channels, which the firm identifies as a potential conflict of interest.
Client services
Expertise
Fee options
Fixed fees for initial financial planning and consulting services ranging from $1,000 to $10,000; fixed fees for on-going consulting services ranging from $300 to $3,600 annually
Commission income earned by investment adviser representatives as registered representatives of LPL Financial and as insurance agents
Hourly fees range from $150 to $300 per hour for financial planning services
On-going consulting fees charged monthly ($25 to $300 per month) or annually ($300 to $3,600 annually), paid in advance monthly, quarterly or semi-annually
Minimum fee: Minimum fixed fee generally $1,000 for fixed fee services; minimum hourly fee $300 Fee-only: Fixed fees ranging from $1,000 to $10,000 for initial financial planning; Hourly fees from $150 to $300 per hour; On-going consulting fixed fees ranging from $300 to $3,600 annually
Main office
888 10th St., Suite 101
Marion IA 52302
Advisors at this office
1
Most active in
Iowa
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
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