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- Custodian
- Fidelity/NFS ยท Security Benefit
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-2023
- Office Locations
- 1
Office Locations
About Truly Unbiased LLC
Truly Unbiased LLC is a California-registered RIA providing Personal CFO and fee-based financial planning on a retainer or project basis. The firm emphasizes conflict-free, fiduciary advice with no product sales, commissions, or AUM fees, focusing on after-tax cash flow, budgeting, and cost-conscious index/ETF implementation, including dividend-growth stock income planning. Founder Vinee Mehta (CFP, AIF) brings 25+ years in wealth management and family-office roles.
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Owner & Executives
VINEE TANEJA MEHTA
Financial Planner
- CRD
- #3269001
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $125,000,000 | -- |
| Total | $125,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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