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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-02-2019
- Office Locations
- 1
Office Locations
About Trufp
truFP is a North Georgia fiduciary financial planning and investment advisory firm offering comprehensive planning (retirement, tax, estate, insurance, education and business) alongside in-house portfolio management. The team emphasizes clear, transparent fees and avoids commissions, proprietary products and annuities. truFP also serves as a long-time Dave Ramsey SmartVestor Pro/Endorsed Local Provider, aligning planning with Ramsey principles; custodians include Schwab and Altruist.
Team overview
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Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
KENNETH JULIAN BELLAVANCE
Chief Compliance Officer, Financial Planner, Owner, President
- CRD
- #6393105
- Ownership
- 75% or more
Andrew Bruce Castleberry
Certified Financial Planner, Chief Financial Officer, Owner
- CRD
- #6691690
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Zachary Lepore
--
- CRD
- #7826744
PATRICK STURMER PAXTON
Managing Director
- CRD
- #1128118
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $421,695,801 | $159,431 |
| Non-Discretionary | $0 | -- |
| Total | $421,695,801 | $159,431 |
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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 |
| Total | Available | Available |
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