A complete list of active advisors currently associated with Truly Unbiased LLC

Warmer can help you find a great advisor at Truly Unbiased LLC or one who fits your needs even better.

Truly Unbiased LLC provides financial planning and consulting and ongoing portfolio management to individual clients, including high-net-worth households. Services are offered on both an ongoing and a project basis, with plan delivery, periodic check‑ins, and implementation assistance while clients retain custody and final decision authority. The firm delivers recommendations on a non‑discretionary basis — arranging or effecting trades only after client approval — and bases plans on cash‑flow analysis, tax and estate considerations, and client‑defined objectives. Ongoing clients typically receive more frequent meetings in the first three months and then one to two quarterly reviews, with documents and reports maintained in a shared Google Drive. Distinctive features include managing approximately $125,000,000 of client assets on a non‑discretionary basis as of January 1, 2026 and using flat or hourly/project fees rather than a percentage‑of‑AUM model. The firm also discloses performance results (an uncommon practice among similar solo independent advisers) and its principal holds CFP and AIF credentials while maintaining a separate planning role at another registered adviser.

To learn more about the advisors currently working at Truly Unbiased LLC, 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.