Kevin grew up in western Pennsylvania (go Steelers!) in a small steel town on the Ohio River. He worked his way through college and graduated from the University of Akron (B.A. Education and M.B.A Finance). He discovered financial services in 2002 and founded True Wealth Design in 2007. Read more at https://www.truewealthdesign.com/team/kevin-kroskey-cfp
About True Wealth Design, LLC:
As of 3/31/2024, we serve 450+ wealth clients (manage $600MM+ on their behalf) and 700+ tax/accounting clients, helping them all Plan Smarter and Live Better. We have multiple highly experienced and credentialed professionals -- CERTIFIED FINANCIAL PLANNER" Professionals, CFA® or Chartered Financial Analysts®, and CPAs -- on our team. We serve clients nationwide and have offices in Ohio (Akron, Bay Village, Canfield, Hudson), Pennsylvania (Sewickley) and Florida (Ft. Myers, Naples).
Retirement Planning: We specialize in retirement planning, retirement distribution planning and cash flow management.
Tax Planning: We provide proactive accounting and tax services through our True Wealth Accounting & Tax division.
Investment Management: Our investment philosophy is science-based and focuses on low-cost, tax-efficient, and well diversified portfolios that are thoughtfully aligned to your retirement plan and spending needs.
Tyler Emrick CFA, CFP
Partner & Wealth Advisor
Tyler was born and raised in a small two-traffic light town outside of Columbus, OH, and attended Miami University. He graduated with degrees in both Finance and Decision Sciences (aka Statistics). He and his wife Jenn moved to northeast Ohio in 2014. They have since added to their family in 2019 and 2021 when their daughters, Livia and Nora, were born. Tyler enjoys spending time with his family, hiking, watching Ohio State football, and trying out new restaurants.
General Information |
| Firm Start Year: | 2007 | |
| No. of Employees: | 10-19 | |
| Insurance License#: | 598729 |
| Name of Custodial Firm: | Fidelity, Pershing, Schwab |
| States Licensed in: | Registered with the Securities and Exchange Commission |
| Number of Years with Current Firm: | 18 |
| Advisory Services Provided: | Retirement Planning, Investment Advice & Management, Tax Advice and Services |
Services |
| Investment Types: | Stocks, Bonds, Mutual Funds, Mortgages & Real Estate, Alternative Investments, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Our Office, Phone, Video Conference |
Qualifications & Memberships |
| Financial Organization Memberships: | Financial Planning Association (FPA) |
Firm Information |
| Firm's Number of Clients: | 450+ |
| Assets Managed by Firm: | $600+ Million |
| Assets Managed by Advisor: | $600,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $500,000 |
Education |
| BA Education | University of Akron
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| MBA Finance | University of Akron
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Financial Services |
| Retirement Planning
We are wealth managers that specialize in retirement planning, retirement distribution planning and cash flow management, investment management, and tax planning services. |
| Tax Advice and Services
We provide proactive tax planning services and can handle tax preparation as well. |
| Investment Advice & Management
Our investment philosophy is science-based and focuses on low-cost, tax-efficient, and well diversified portfolios that are matched to your retirement plan and spending needs. |
FAQs |
Do you have a customer satisfaction or refund policy?Client satisfaction is best measured by Net Promoter Scores (NPS). We regularly conduct anonymous surveys of our clients, asking "How likely is it that you would recommend your advisor to a friend or colleague?" This has resulted in our NPS of +81. NPS scores range from -100 to +100. Our industry average NPS is 30-40. Thus, we rank in the top percentiles of client satisfaction. Read more https://www.truewealthdesign.com/our-nps-score/ |
Why should I choose you as my financial advisor?Read more at https://www.truewealthdesign.com/our-difference/ |
What are your qualifications? What is your education background?As of 04/1/2023, True Wealth Design has 6 CFP®s on staff 2 of which are also CFA®s. All advisors at minimum have a bachelor's degree but several have graduate degrees as well. |
How do you charge for your services?Read more at https://www.truewealthdesign.com/our-fees/ |
How are you compensated? How will I pay for your services?Read more at https://www.truewealthdesign.com/our-fees/ |
Disclosures |
| WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. You can read True Wealth Design's disclosure brochure at http://www.truewealthdesign.com/compliance. |
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Additional Detailed Disclosures |
Disclaimer |
| True Wealth Design is an Investment Advisor registered with the Securities & Exchange Commission. Number of clients and amount of assets are accurate as of 3/31/2024. True Wealth always acts in a fiduciary manner to serve clients. No commissions on investment products are received. Insurance comprises < 1% of revenues and is provided as a convenience to clients. First-year commissions fully disclosed upon request. |
Registered Investment Advisor:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Akron | Brecksville |
| Broadview Heights | Canton |
| Cleveland | Cuyahoga Falls |
| Hudson | Medina |
| Richfield | Stow |
| Strongsville | Uniontown |
| Wadsworth | |
Case Western Reserve University Weatherhead 100
When: 12/01/2022
Details:True Wealth Design is proud and honored to be selected by the Case Western Reserve University School of Management as a 2022 Weatherhead 100 winner. Can read more at https://www.truewealthdesign.com/2022-weatherhead-100/
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