Fee-only adviser · Radnor, PA
Truewealth Solutions
Truewealth Solutions is a fee-only investment adviser registered with the securities regulators of California, Pennsylvania, with its main office in Radnor, Pennsylvania. On its latest Form ADV, filed April 20, 2026, it reports 16 individual clients and 1 employee who gives 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 | State-registered: California, Pennsylvania |
|---|---|
| Firm CRD number | 327036 |
| Office | 201 King of Prussia Road Radnor, PA 19087 |
| Phone | (718) 710-5651 |
| Website | truewealthsolutionstws.com |
| Regulatory assets under management | Not reported |
| Individual clients | 13 non-high-net-worth, 3 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Fixed fee |
| Services | Financial planning, Educational seminars |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | April 20, 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 offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- 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 Radnor
- Presilium Private Wealth, LLC $672M
- TGS Financial Advisors $426M
- Callan Family Office, LLC $10.2B
- Godshalk Welsh Capital Management, Inc. $290M
- Wealthcare Solutions, LLC $54M
- Nordwand Advisors $4.0B
See all 12 fee-only advisers in Radnor →
Nearby
- Chesterbrook 2 firms
- Wayne 10 firms
- King of Prussia 3 firms
- Villanova 1 firm
- Berwyn 8 firms
- Bryn Mawr 5 firms
- Paoli 3 firms
- Conshohocken 12 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Truewealth Solutions? Update this listing.