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- Custodian
- Betterment · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-25-1985
- Office Locations
- 3
Office Locations
About Truepoint, Inc.
Truepoint Wealth Counsel is a fee-only, fiduciary, 100% employee-owned RIA delivering values-based financial planning and evidence-based portfolio management, with tax planning/preparation and estate planning strategy as core services. The firm advises families, business owners, corporate executives, P&G employees/alumni, and smaller to mid-sized institutional investors, and offers a subscription, no-account-minimum option via its Commas team. Custody primarily at Fidelity/NFS.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL JAY CHASNOFF
Chairman, Chief Executive Officer, FOUNDER
- CRD
- #1255010
- Ownership
- 25% but less than 50%
STEVEN THOMAS CONDON
Chief Executive Officer, President
- CRD
- #3087473
- Ownership
- 10% but less than 25%
Showing 2 of 5 owners & executives
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SCOTT M BARBEE
Wealth Advisor
- CRD
- #4360704
Zachary Michael Bauer
Wealth Planning Sr. Associate
- CRD
- #8243228
Showing 2 of 41 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,319,120,995 | $717,756 |
| Non-Discretionary | $73,609,959 | $87,735 |
| Total | $6,392,730,954 | $662,940 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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