True Root Financial

Overview

True Root Financial is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both high‑net‑worth individuals and small institutions, providing financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Its advisory model is fee‑based and flexible, combining a percentage‑of‑AUM billing with hourly and fixed‑fee arrangements to accommodate one‑off planning engagements as well as ongoing portfolio oversight. Investment activity is concentrated: the firm shows a clear preference for exchange‑traded equities as the primary building block of client portfolios, while also layering in third‑party alternative strategies for diversification and downside management. True Root Financial is not positioned as a capital allocator; it sources hedge funds, real estate, managed futures and commodity exposures through external managers and funds rather than by seeding or operating its own private funds. The practice is not an active ESG investor and does not report multi‑state adviser status.

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Location & Offices