Mary Konetzny
TrueFocus Financial Partners LLC · North Kingstown, Rhode Island
Mary Konetzny is a fee-only financial advisor at TrueFocus Financial Partners LLC in North Kingstown, Rhode Island, who holds the CFP credential. TrueFocus Financial Partners LLC reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | TrueFocus Financial Partners LLC |
|---|---|
| Based in | North Kingstown, Rhode Island |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $67.6M across 189 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 4934357 |
| Exams passed | Series 63 (2005) · Series 66 (2007) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Mary's firm compares
- TrueFocus Financial Partners LLC's average account is about $358,000, from its Form ADV (assets managed divided by 189 accounts).
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Questions about Mary
Is Mary Konetzny a fee-only financial advisor?
Yes. Mary Konetzny 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 Mary's firm.
How does Mary charge for financial advice?
Mary's firm, TrueFocus Financial Partners LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Mary Konetzny based?
Mary Konetzny is based in North Kingstown, Rhode Island.
What credentials does Mary Konetzny hold?
Mary Konetzny holds the CFP credential.
Is Mary Konetzny registered with the SEC?
Yes. Mary Konetzny is registered as an investment adviser representative in MA (CRD 4934357), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does TrueFocus Financial Partners LLC manage?
TrueFocus Financial Partners LLC reports $67.6M across 189 accounts in assets under management.
How do I contact Mary Konetzny?
Contact details aren't on file yet. Search for TrueFocus Financial Partners LLC.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in North Kingstown
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- 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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