Gary Birdsall
True Financial, LLC · Houma, Louisiana
Gary Birdsall is a fee-only financial advisor at True Financial, LLC in Houma, Louisiana, who holds the CFP and JD credentials. Gary focuses on retirement planning, estate & legacy planning and tax planning. True Financial, LLC reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | True Financial, LLC |
|---|---|
| Based in | Houma, Louisiana |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $11.8M across 77 accounts |
| Credentials | CFP · JD |
| SEC registration | Investment adviser representative in LA, TX · CRD 7004319 |
| Exams passed | Series 63 (2020) · Series 66 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | truefinancialadvisor.com |
| Profile |
How Gary's firm compares
- True Financial, LLC's average account is about $153,000, from its Form ADV (assets managed divided by 77 accounts).
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Questions about Gary
Is Gary Birdsall a fee-only financial advisor?
Yes. Gary Birdsall is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Gary's firm.
How does Gary charge for financial advice?
Gary's firm, True Financial, LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Does Gary work with clients virtually?
Yes. True Financial, LLC says on its website that it works with clients remotely.
Where is Gary Birdsall based?
Gary Birdsall is based in Houma, Louisiana.
What does Gary specialize in?
Gary's specialties include retirement planning, estate & legacy planning, tax planning, student loans and small business owners.
What credentials does Gary Birdsall hold?
Gary Birdsall holds the CFP and JD credentials.
Is Gary Birdsall registered with the SEC?
Yes. Gary Birdsall is registered as an investment adviser representative in LA and TX (CRD 7004319), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does True Financial, LLC manage?
True Financial, LLC reports $11.8M across 77 accounts in assets under management.
How do I contact Gary Birdsall?
Through Gary's website, truefinancialadvisor.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- True Financial, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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