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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-24-2024
- Office Locations
- 1
Office Locations
About True Financial, LLC
True Financial LLC is an independent, fee-only fiduciary RIA led by Gary Birdsall, Jr. (JD, CFP®), delivering holistic financial planning and wealth management for individuals, families, and business owners. Services span retirement, tax, investment management, insurance/risk, estate, education, and student loan planning. Investment approach emphasizes evidence-based, low-cost ETFs and mutual funds for broad market exposure, with client meetings available virtually nationwide.
Team overview
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Custodian
Fund Managers
Investment Themes
Investment Vehicles
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Owner & Executives
Gary Joseph Birdsall
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #7004319
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,809,346 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,809,346 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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