TRUFP
Firm details
- Headquarters
- CUMMING, Georgia
- CRD number
- 299212
- Registered since
- October 30, 2019
- Website
- investplanadvise.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI55.44%
- Individuals44.56%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Trufp is an independent, SEC-registered RIA founded in 2019 and owned by an individual. The firm serves individuals and families, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee schedule includes assets-under-management fees alongside hourly and fixed-fee engagements. Trufp does not self-identify as a capital allocator, is not active on ESG investing, and is not registered as a multistate adviser.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds94%
- Exchange Traded Equities4%
- Cash & Cash Equivalents2%
Contacts
3 of 4KENNETH BELLAVANCE
Financial PlannerCRD 6393105
Andrew Castleberry
Financial PlannerCRD 6691690
AUSTIN ROWLAND
Financial PlannerCRD 7770557
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 108Active vs passive
$462M in ETFs
49%
$228M
22%
$234M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $44.3M | 578,203 | 9.58% |
Location
CUMMING, GA
FORSYTH
Location
CUMMING, GA
Headquartered in CUMMING, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FORSYTH
- Address
- 3550 Rowe Ln
- Time zone
- ET (UTC-5)
- Office locations
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