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 to individuals, high‑net‑worth clients, and business entities through either ongoing flat‑fee engagements or project‑based hourly work. The firm does not manage or custody client investment accounts and reports $125 million in client assets under advisement as of January 1, 2026. Its advice is delivered through tailored financial plans that consider cash flow, net worth, employer benefits, tax and estate issues, and other client goals, with recommendations documented and updated as situations change. Ongoing clients typically receive monthly meetings for the first three months and then one to two meetings per quarter, plus phone/email check‑ins and deliverables maintained in a dedicated Google Drive. Noteworthy for a solo independent adviser, Truly Unbiased operates on a primarily non‑discretionary basis (it explicitly disclaims investment management and brokerage services) and charges flat recurring fees or hourly project fees rather than percentage‑of‑AUM fees. The firm also discloses firm‑level assets under advisement in its brochure and relies on digital delivery and client‑implemented execution, practices that differ from many peers.

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.

Name	Location	Years of experience
Vinee Mehta	Aliso Viejo, CA	16

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