Truly Unbiased LLC

Overview

Truly Unbiased LLC is an independent RIA structured as an LLC that serves a concentrated roster of high-net-worth individuals and families. The firm provides financial planning and portfolio management tailored to individuals and small businesses, billing clients on hourly and fixed-fee arrangements rather than AUM-based advisory fees. Its model is non-discretionary: the firm manages client relationships and implements recommendations while clients retain final trading authority. Investment activity centers on public equities, with a clear preference for exchange-traded instruments. The firm is not an active ESG investor and does not operate as a multi-state or pension consultant adviser. Given the small client base and fixed-fee approach, the firm appears to deliver bespoke advice and planning rather than running institutional or pooled-capital strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices