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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-08-2024
- Office Locations
- 1
Office Locations
About True Wealth Retirement Partners, LLC
True Wealth Retirement Partners provides flat-fee, tax-smart retirement planning for clients age 50+ who are in or near retirement. The firm coordinates income, investment and tax strategies (including Roth conversion and RMD planning) and builds diversified portfolios using low-cost ETFs. Works virtually with clients in all 50 states; investments are custodied at Altruist. Pricing includes a $400/month planning fee with optional 0.49% investment management.
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Owner & Executives
JORDAN N. LEAMAN
Chief Compliance Officer, FOUNDER
- CRD
- #7451976
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,857,998 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,857,998 | -- |
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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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