Maria Olsen is a registered investment advisor at True Private Wealth Advisors, LLC, based in Mcminnville, OR, with 18 years of industry experience. Maria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1,490 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TPWA offers a managed account solution where they make investment decisions for you. The annual advisory fee will not exceed 2.25% of your portfolio's value, charged quarterly in advance. There is also a platform fee that will not exceed 0.25% annually, also charged quarterly in advance. TPWA's representatives have the option to offer a flat fee rate for smaller accounts.
Location
400 NE 2nd St., Mcminnville, OR, 97128
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Maria is a notary since 2016, notarizing client documents as needed without charge. This takes minimal time.
Employment History
Current Registrations
True Private Wealth Advisors, LLC
Previous Registrations
Goldman Sachs Personal Financial Management
Wickman Paterson Corrigan
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.