TRUE WAVE Wealth Planners
SEC RegisteredGuiding you through every wave of life.
About the firm
TrueWave Wealth is a team of Certified Financial Planner licensees and qualified planning staff that provides simple, proven strategies to help clients make the most of their money while pursuing their goals. The firm specializes in investment and tax advice for clients seeking financial independence and security, and celebrates over 35 years of service.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, tax strategies (including personal income tax planning and tax-saving approaches), wealth management (portfolio management and financial planning solutions customized for specific needs and life stages), retirement planning, financial management during retirement, and 401(k) plans for employees and companies.
Who they serve
Clients at various life stages, including those just starting out (new marriage, new job, home purchase), established professionals with college-age children, and those living on accumulated wealth seeking to maintain their lifestyle and protect against unknown risks.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 656 | $110M |
| High Net Worth Individuals | 266 | $292M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 27 | $40M |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0-$250,000 | 1.50% |
| $250,001-$500,000 | 1.40% |
| $500,001-$750,000 | 1.00% |
| $750,001-$1,000,000 | 1.00% |
| $1,000,001-$2,000,000 | 0.85% |
| $2,000,001-$2,500,000 | 0.80% |
| $2,500,001-$3,000,000 | 0.80% |
| $3,000,001-$4,000,000 | 0.70% |
| $4,000,001-$5,000,000 | 0.65% |
| $5,000,001-$6,000,000 | 0.50% |
| $6,000,001-$7,000,000 | 0.45% |
| $7,000,001-$8,000,000 | 0.40% |
| $8,000,001-$9,000,000 | 0.40% |
| $9,000,001-$10,000,000 | 0.40% |
| $10,000,001+ | 0.30% |
Data as of January 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. TRUE WAVE Wealth Planners has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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