TrueAdvisor
TrueAdvisor
AS
AS
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Areas of Practice
Retirement PlanningInvestment ManagementBusiness OwnersFinancial Planning & Coaching
NFP Retirement INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
139 advisors
Number of Clients
6,585 clients
Average Client Portfolio
$17.9M average
Assets Under Management
$118.0B

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only

Location

1060 Maitland Center Commons, Maitland, FL, 32751

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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
Wealthspire Retirement Advisory
April 2025 - Present · 10 mos
Previous Registrations
NFP Retirement INC.
August 2020 - January 2021 · 5 mos
State Registrations1 state
HI
Advisor
Exams
No exam information available for this advisor.