True Financial Group

True Financial Group, operating as TrueFG, LLC, is a registered investment adviser based in Cedar Park, TX, established in 2017. The firm offers wrap asset management, investment consulting, financial planning, and retirement plan consulting services. True Financial Group acts as a fiduciary, always prioritizing clients' best interests. Clients can expect services tailored to their financial goals, risk tolerance, and time horizons. The firm provides individualized investment advice for portfolio management clients and general investment advice for financial planning, retirement plan consulting, and tax preparation clients. True Financial Group manages $346 million on a discretionary basis as of December 31, 2024. Fees for financial planning range from $500 to $2,000, while retirement plan consulting fees are based on a percentage of plan assets under management, not exceeding 1.25%. The firm does not charge performance-based fees and offers wrap fee accounts managed according to clients' objectives. Clients have the option to grant investment discretion to the firm, allowing True Financial Group to execute securities transactions on their behalf. The firm does not accept proxy authority to vote client securities.