TruFinancial Registered Investment Advisory Services, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
TruFinancial Registered Investment Advisory Services, Inc. provides ongoing discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, managing roughly $44 million across about 267 accounts. The firm documents client objectives and risk tolerances in an Investment Policy Statement and tailors portfolios and client-imposed restrictions where feasible.
The firm’s investment process combines multiple methods of analysis — including charting, fundamental and technical analysis, cyclical and quantitative models, and modern portfolio theory — and generally implements long-term trading across mutual funds, fixed income, municipal bonds, real estate funds, annuities, ETFs (including precious-metal ETFs), TIPS, and select non-U.S. securities. Accounts are reviewed at least quarterly and reporting is provided through the client’s custodian, with trading conducted under discretionary authority.
Statistically uncommon for peers, the adviser is affiliated with an insurance company and its owners operate an affiliated entity that provides insurance, tax, and accounting services; the brochure discloses that affiliated insurance sales generate commissions and describes how that conflict is handled. The firm also typically requires clients to use a firm-recommended broker-dealer/custodian, does not participate in soft-dollar or wrap-fee programs, and does not accept performance-based fees.
Client services
Expertise
Fee options
$0 - $50,000: 1.50% $50,001 - $100,000: 1.25% $100,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,500,000: 0.80% $2,500,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.30%
Main office
San Diego CA
Advisors at this office
2
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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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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
Advisors at this firm
Evan C
Series 63, Series 65
San Diego, CA
TruFinancial Registered Investment Advisory Services, Inc
Evan Compton is a financial advisor at TruFinancial Registered Investment Advisory Services, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 designations and has been with TruFinancial and its affiliated insurance services since 2016. In addition to his advisory role, Compton is a licensed insurance agent and serves as vice president of sales at TruFinancial & Insurance Services Inc. TruFinancial Registered Investment Advisory Services, Inc. provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a multi-method investment approach, including fundamental and technical analysis, and manages approximately $44 million across about 267 accounts with tailored portfolios documented through Investment Policy Statements.
Daniel M
Series 65, Series 63
San Diego, CA
TruFinancial Registered Investment Advisory Services, Inc
Daniel Meyers is a financial advisor with TruFinancial Registered Investment Advisory Services, Inc. He holds Series 65 and Series 63 designations and has five years of industry experience. Meyers has been with TruFinancial and its related insurance services since 2016. TruFinancial Registered Investment Advisory Services, Inc. provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm uses a combination of analytical methods and generally pursues long-term trading strategies across various asset classes, tailoring portfolios based on documented client objectives and risk tolerances.
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