MONEY TRUTH STRATEGIC PLANNING
Firm details
- Headquarters
- ORANGE, California
- CRD number
- 300191
- Fee structure
- Other
- Services
- Financial Planning
Firm profile
FINTRXOverview
Money Truth Strategic Planning is a small, individually owned corporate advisory firm that provides financial planning services. The firm is classified as unclassified in the source dataset and is not identified as a capital allocator, pension consultant, related adviser, or multi-state adviser. Its listed fee structure is “Other,” rather than a standard assets‑under‑management model, and it is not flagged as an active ESG investor. An industry affiliation with an insurance company is noted, suggesting the firm may distribute insurance-linked products alongside planning advice.
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1JUDY COPENBARGER
Owner and PresidentCRD 2410553
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ORANGE, CA
ORANGE
Location
ORANGE, CA
Headquartered in ORANGE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 5110 E Glen Arran Ln
- Time zone
- PT (UTC-8)
- Office locations
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