National Retirement Planning Experts

National Coverage
Local Professionals

TRUE WEALTH DESIGN, LLC

700 Ghent Road
Suite 100
Akron, Ohio 44333
Tel: (330) 777-0688

Need a Financial Advisor?
Compare Vetted Advisors

About TRUE WEALTH DESIGN, LLC

TRUE WEALTH DESIGN, LLC, formally registered with the SEC as TRUE WEALTH DESIGN, LLC. The firm was established in 05/21/2018. They have over 7 offices throughout the country.

TRUE WEALTH DESIGN, LLC is a Akron, Ohio based Financial Planning firm with nearly $561,078,167 assets under management, offering retirement planning & investment advisory services to 1537 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#143194
SEC#801-113277
Assets Managed by Firm$561,078,167
No. of Clients1537
No. of Advisors13

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total1537$561,078,167
Individuals (other than high net worth individuals)307$145,665,761
High net worth individuals172$409,443,915
Pension and profit sharing plans14$5,968,491

More Retirement Planning firms in Akron, Ohio:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC
303 Broadway, Suite 1200
Cincinnati, OH, 45202
$79,457,379,9801444158
NATIONWIDE FUND ADVISORS
10 West Nationwide Blvd
Columbus, OH, 43215
$78,252,229,704130135
MEEDER PUBLIC FUNDS, INC.
6125 Memorial Drive
Dublin, OH, 43017
$54,569,476,42074148
DIAMOND HILL CAPITAL MANAGEMENT INC
325 John H. Mcconnell Blvd., Suite 200
Columbus, OH, 43215
$30,011,530,9413811127
TOUCHSTONE ADVISORS INC
303 Broadway, Suite 1100
Cincinnati, OH, 45202-4203
$26,738,929,6173984

Explore More Retirement Advisors in Akron, Ohio