TrueAdvisor
TrueAdvisor
CP
CFP
CP
CFP
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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Clearstead; Hartland & CO., Llc; Clearstead Advisory Solutions
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
42 advisors
Number of Clients
4,635 clients
Average Client Portfolio
$5.2M average
Assets Under Management
$24.3B

Fee Structure

Location

150 West Main Street Suite 1700, Norfolk, VA, 23510

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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
Clearstead; Hartland & CO., Llc; Clearstead Advisory Solutions
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Wilbanks, Smith & Thomas Asset Management, LLC
January 2024 - April 2024 · 3 mos
Vanguard Advisers, INC.
September 2021 - November 2023 · 2 yrs 2 mos
Vanguard Marketing CorporationBroker
July 2021 - November 2023 · 2 yrs 4 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.