Transparent Wealth Partners LLC

Transparent Wealth Partners LLC is a registered investment advisor founded in March 2020 and registered with the U.S. Securities and Exchange Commission in May 2020. The firm specializes in providing wealth management services to individuals, high net worth individuals, trusts, estates, and businesses. As a fiduciary, the firm upholds a duty of loyalty, fairness, and good faith towards each client and seeks to mitigate potential conflicts of interest. The firm offers customized wealth management solutions through continuous personal client contact, discretionary investment management, and financial planning services. Investment Management Services: - TWP works closely with clients to identify investment goals, risk tolerance, and financial situation to design a portfolio strategy. - The firm constructs investment portfolios using ETFs, mutual funds, individual stocks, bonds, and other investments. - TWP's investment approach is primarily long-term focused, but adjustments may be made based on client objectives or market conditions. - Clients have the opportunity to place reasonable restrictions on the types of investments in their portfolio. Fees and Compensation: - Wealth management fees range from 0.50% to 1.50% annually based on factors such as services complexity and asset levels. - Fees are paid monthly in advance based on the market value of assets under management. - Clients may incur fees from third parties for securities execution and custody, separate from TWP's fees. The firm does not charge performance-based fees, manage proprietary investment funds, or receive compensation for securities transactions. TWP does not participate in soft dollar programs and does not receive compensation for client referrals. The firm recommends establishing accounts at Fidelity Clearing and Custody Solutions but does not receive compensation for this recommendation. David K. Meador, the Owner, President, and Chief Compliance Officer, has a background in Business Management and Business Administration. He is dedicated to advising clients and does not engage in other business activities. The firm has implemented a Code of Ethics and maintains a secure environment to protect client information. TWP shares personal information with third parties for servicing clients and does not disclose information for marketing purposes. Clients can limit the sharing of their information and have the right to access a copy of the firm's Privacy Policy annually.