Fee-only adviser · Miami, FL
True Wealth Advisory Group
True Wealth Advisory Group is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Miami, Florida. On its latest Form ADV, filed March 19, 2026, it reports $240M in regulatory assets under management, 60 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 306523 · SEC file 801-123140 |
| Office | 1 Alhambra Plaza Floor PH Miami, FL 33134 |
| Phone | (786) 358-0050 |
| Website | truewealthadvisorygroup.com/home |
| Regulatory assets under management | $240M ($239M discretionary) |
| Individual clients | 0 non-high-net-worth, 60 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Other |
| Services | Portfolio management, Selection of other advisers |
| Employees | 4 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 19, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Miami
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Nearby
- Miami Beach 9 firms
- Key Biscayne 1 firm
- Coconut Grove 2 firms
- Coral Gables 39 firms
- Miami Shores 1 firm
- North Bay Village 1 firm
- South Miami 2 firms
- North Miami 2 firms
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