Kevin Keith Kroskey

CFP

True Wealth Design, LLC

18 Years of Experience

2 DisclosuresSells Insurance

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 (2)

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Regulatory

October 2007

Final

Criminal

May 2002

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Kevin is the sole member of Fine Girl Charter, LLC, a catamaran-chartering company, and True Wealth Design II, LLC, a real estate holding company, dedicating minimal time to each. He is also a licensed insurance agent since 2007, selling insurance products, and spends minimal time on this activity.

Employment History

Current Registrations

True Wealth Design, LLC

April 2007 - Present · 18 yrs 10 mos

State Registrations5 states

FLOHPAPRTX

Advisor

Exams

No exam information available for this advisor.