TrueFocus Financial Partners LLC
North Kingstown, Rhode Island
TrueFocus Financial Partners LLC at a glance
- One of 38 fee-only firms based in Rhode Island in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 38 individual clients, 26 of them high net worth.
- Its average account is about $358,000 (assets it manages divided by its 189 accounts).
Facts
| Based in | North Kingstown, Rhode Island |
|---|---|
| [email protected] | |
| Phone | (617) 830-3009 |
Questions about TrueFocus Financial Partners LLC
How is TrueFocus Financial Partners LLC paid?
TrueFocus Financial Partners LLC's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does TrueFocus Financial Partners LLC have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at TrueFocus Financial Partners LLC, and 2 hold the CFP.
What is the average account at TrueFocus Financial Partners LLC?
TrueFocus Financial Partners LLC's average account is about $358,000. That's the assets on its Form ADV divided by its 189 accounts.
TrueFocus Financial Partners LLC fees
TrueFocus Financial Partners LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $68 million |
| Individual clients | 12 |
| High-net-worth clients | 26 |
| Accounts managed | 189 |
| Employees | 2 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 10, 2026 |
| SEC record | CRD 326003 |