TrueAdvisor
TrueAdvisor
AS
CFA
AS
CFA

Aaron Winfield Seil

True Wealth Design, LLC
7 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningTax PlanningInvestment ManagementEstate Planning
True Wealth Design, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
378 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$424.8M

Fee Structure

Minimum Investment:$100K
Minimum Annual Fee:$1,800

Location

700 Ghent Road, Suite 100, Akron, OH, 44333

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
True Wealth Design, LLC
April 2021 - Present · 4 yrs 10 mos
Previous Registrations
Seil Wealth Management, LLC
November 2020 - October 2021 · 11 mos
Ruggaard & Associates, INC.
August 2018 - October 2020 · 2 yrs 2 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.