True Wealth Design, LLC

True Wealth Design, LLC (CRD# 143194) is a financial advisory firm headquartered in Akron, OH. They manage $82,030,462 in 150 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    82
    MILLION
  • Total Number of Accounts
    150
    ACCOUNTS
  • Average Account Value
    $546,870
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at True Wealth Design, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Charles W. Myers
CRD#: 4517319
Canal Fulton, OH
93
Wealthminder
score

Charles Myers (CRD# 4517319) is an Investment Advisor Representative working at True Wealth Design, LLC in Canal Fulton, OH and has over 15 years of experience in the finance industry.

2
Marissa G. Beyer
CRD#: 5003332
700 Ghent Road, Suite 100, Akron, OH 44333
90
Wealthminder
score

Marissa Beyer (CRD# 5003332) is an Investment Advisor Representative working at True Wealth Design, LLC in Akron, OH and has 1 year of experience in the finance industry. Marissa Beyer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Kevin Kroskey
CRD#: 5288710
700 Ghent Road, Suite 100, Akron, OH 44333
51
Wealthminder
score

Kevin Kroskey (CRD# 5288710) is an Investment Advisor Representative and owner of True Wealth Design, LLC in Akron, OH. Kevin Kroskey over 10 years of experience in the wealth management industry and expertise in integrating retirement planning, tax planning, and investment management into a coordinated retirement strategy. 

Kevin Kroskey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.