Truewealth Advisors, LLC

TrueWealth Advisors, LLC is a registered investment adviser based in Hoover, Alabama, providing investment advisory services since October 2018. The firm offers discretionary and non-discretionary portfolio management services tailored to clients' needs and investment objectives. Clients may grant discretionary authority for the firm to manage their accounts, allowing for customized investment portfolios. TrueWealth Advisors may use model portfolios developed in-house or through a platform operated by Orion Communities. The firm also offers financial planning and consulting services, addressing various financial needs such as education planning, retirement planning, and asset allocation. Regarding fees, TrueWealth Advisors charges an annual fee based on a percentage of assets under management, with a tiered fee schedule. The firm primarily recommends exchange-traded funds (ETFs), mutual funds, and equities. Clients may receive complimentary financial planning with portfolio management services. The firm does not participate in performance-based fees or side-by-side management. TrueWealth Advisors does not have any disciplinary information or financial conditions that may impair its ability to meet client commitments. The firm does not vote proxies on behalf of clients and does not receive compensation for client referrals. Clients have the option to grant wire transfer and check-writing authority, and the firm may conduct block trades for discretionary accounts. TrueWealth Advisors does not provide financial statements in this brochure as a federally registered investment adviser.