CRD: 326003
Truefocus Financial Partners
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-15-2023
- Office Locations
- 1
Office Locations
About Truefocus Financial Partners
TrueFocus Financial Partners is an independent, fee-only fiduciary providing integrated wealth management—financial planning and investment advisory—for individuals and families navigating life transitions. Clients work directly with the firm’s owners, and the practice intentionally limits relationships to maintain high-touch, personalized service and commission-free guidance aligned to client goals and values.
Team overview
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Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MARY KATHRYN KONETZNY
Owner
- CRD
- #4934357
- Ownership
- 50% but less than 75%
JONATHAN M ULLMAN
Chief Compliance Officer
- CRD
- #5907611
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $67,589,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $67,589,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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