Trufp
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
TruFP provides investment advisory and financial planning services to individuals and high‑net‑worth clients, and also advises employer plan sponsors through pension consulting engagements. Services include discretionary and non‑discretionary portfolio management, written investment strategies, financial planning, and assistance evaluating managed account programs.
The firm tailors advice to client objectives and risk tolerance, employing asset allocation, dollar‑cost averaging, technical analysis, and both short‑ and long‑term trading approaches, with at least quarterly account reviews and client reporting. TruFP typically recommends custody and trade execution through Charles Schwab and offers managed accounts and clearing services via Schwab Institutional.
Distinctive features include an unusually high client‑to‑advisor ratio — about 820 clients served by a four‑advisor team — and participation in third‑party marketing through the Ramsey Solutions SmartVestor program. The firm also sponsors wrap‑fee program accounts and provides ERISA‑focused pension consulting, including acknowledgment of fiduciary responsibilities to plan clients.
Client services
Expertise
Fee options
Fixed fees ranging from $1,000 to $20,000 depending on complexity of financial planning projects
$0 - $250,000: 1.00% annually $250,001 - $1,000,000: 0.80% annually $1,000,001 - $2,500,000: 0.60% annually $2,500,001 - $5,000,000: 0.50% annually $5,000,001 - $10,000,000: 0.40% annually $10,000,001+: 0.30% annually
$175 - $250 per hour
Account minimum: $25,000 Fee-only: Asset management fees 0.30% - 1.00% annually; Financial planning fees $175 - $250 per hour; Fixed fees $1,000 - $20,000 depending on complexity; Pension consulting fees up to 0.25% annually
Main office
3550 Rowe Lane
Cumming GA 30041
Advisors at this office
4
Most active in
Alabama · Florida · Georgia · Louisiana · North Carolina · South Carolina · Tennessee · Texas
Also doing business as
Investment Planning Advisors · Trufp
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.
Quick links
Advisors at this firm
Patrick P
Series 63, Series 65
Cumming, GA
Trufp
Patrick Paxton is a financial advisor at TruFP with Series 63 and Series 65 licenses and 41 years of industry experience. His prior roles include positions at Investment Planning Advisors, Cambridge Investment Research Advisors, Money Concepts Capital Corp, and Equity Services, Inc. Paxton also serves as treasurer for the Forsyth County Republican Party, where he manages bookkeeping and fundraising activities. TruFP provides investment advisory and financial planning services to individuals, high-net-worth clients, and employer plan sponsors, using tailored strategies that include asset allocation and technical analysis. The firm maintains a high client-to-advisor ratio and participates in the Ramsey Solutions SmartVestor program.
Andrew C
Series 66
Cumming, GA
Trufp
Andrew Castleberry is a financial advisor with TruFP, holding a Series 66 designation and nine years of industry experience. His work history includes roles at Investment Planning Advisors, Cambridge Investment Research Advisors, E*Trade Securities, and Edward Jones. TruFP provides investment advisory and financial planning services to individuals, high-net-worth clients, and employer plan sponsors, offering tailored advice through various portfolio management and financial planning strategies. The firm manages a large client base with a four-advisor team and participates in third-party marketing programs such as Ramsey Solutions SmartVestor.
Kenneth B
Series 66
Cumming, GA
Trufp
Kenneth Bellavance is a financial advisor at TruFP with 12 years of industry experience. He holds the Series 66 designation and has worked at Investment Planning Advisors and Cambridge Investment Research, Inc. He is based in Cumming, GA. TruFP provides investment advisory and financial planning services to individuals, high-net-worth clients, and employer plan sponsors. The firm uses tailored investment strategies with regular account reviews and emphasizes both discretionary and non-discretionary portfolio management.
Austin R
Series 65
Cumming, GA
Trufp
Austin Rowland is a financial advisor at TruFP with a Series 65 designation and three years of industry experience. Prior to his advisory role, he has worked in various fields including hospitality and logistics. TruFP offers investment advisory and financial planning services to individuals, high-net-worth clients, and employer plan sponsors. The firm employs a range of strategies such as asset allocation and technical analysis, maintaining a high client-to-advisor ratio and providing both discretionary and non-discretionary portfolio management.
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