Truepath Financial Planning

Truepath Financial Planning (CRD# 144118) is a financial advisory firm headquartered in Albuquerque, NM. They manage $29,106,089 in 101 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
3240-b Juan Tabo Blvd Ne, Suite A-2, Albuquerque, NM 87111
http://www.truepathfp.com
By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    101
    ACCOUNTS
  • Average Account Value
    $288,179
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NM, TX

Financial Advisors at Truepath Financial Planning
Showing 1 - 2 of 2 top financial advisors.
1
Joel Nance, financial advisor Albuquerque NM
Joel E. Nance
CRD#: 5144487
3240-b Juan Tabo Blvd Ne, Suite A-2, Albuquerque, NM 87111

Joel Nance (CRD# 5144487) is an Investment Advisor Representative working at Truepath Financial Planning in Albuquerque, NM and has over 18 years of experience in the finance industry.

2
Troy Williamson, financial advisor Albuquerque NM
Troy D. Williamson
CRD#: 7414322
3240-b Juan Tabo Blvd Ne, Suite A-2, Albuquerque, NM 87111

Troy Williamson (CRD# 7414322) is an Investment Advisor Representative working at Truepath Financial Planning in Albuquerque, NM and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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