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- Custodian
- Betterment · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between July 31, 2025 and March 20, 2026, reported AUM increased 18.6%, from $5.4B to $6.4B.
Across 5 reported observations, AUM increased 37.7% between March 25, 2022 and March 20, 2026, from $4.6B to $6.4B.
Of the latest reported AUM, 98.8% is discretionary and 1.2% is non-discretionary.
The firm reports 37 advisory representatives and 1,934 clients, or 52.3 clients per representative. That equates to $3.3M in reported AUM per client.
The profile lists 3 reported office locations and 40 years in operation. The source data was last updated on March 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Truepoint, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Truepoint, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Truepoint, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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