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Kevin Kroskey, CFP®, MBA
True Wealth Design, LLC

Tel: 239-778-0707
1415 Panther Ln
Suite #366
Naples, FL 34109
True Wealth Design, LLC | Financial Advisor in Naples ,FL

Salaried & Smart. Objective advice from CFP Professionals.



About Kevin Kroskey

Bio for Kevin Kroskey, CFP, MBA:

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.

Kevin is married to Brandy (truly his better half) who he met while in grad school. They have daughter Aubrey, daughter Cameron, and a couple four-legged family members (all dogs). Kevin and his family live in Bath, Ohio and Naples, Florida.

What is something most don't know about you?
I worked two newspaper routes as a kid and used some of that money to start a sports card business in my teens. I started my professional career as a high school Physics teacher.


About True Wealth Design, LLC

We strive to help our clients Plan Smarter and Live Better. With our uncommon and deep expertise in...

- RETIREMENT PLANNING

- TAX PLANNING

- INVESTMENT MANAGEMENT

... we provide complete integration of your financial life, giving you the clarity and confidence to pursue your dreams while protecting your family's future.

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General Information

Firm Start Year:   2007
No.of Employees:   5-9
Insurance License#:   598729
Name of Custodial Firm:   Pershing, TD Ameritrade, Schwab
States Licensed in:   Registered with the Securities and Exchange Commission
Number of Years with Current Firm:   13
Advisory Services Provided:   Tax Advice and Services, Retirement Planning

Services

Investment Types:   Exchange Traded Funds (ETFs), Mutual Funds, Bonds, Stocks, Mortgages & Real Estate
Can meet clients in the following ways:   Via Phone, Our Office, Video Conference

Qualifications & Memberships

Financial Organization Memberships:   Financial Planning Association (FPA)

Firm Information

Firm's Number of Clients:   300+
Assets Managed by Firm:   $400+ Million

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:   $250,000

Education

MBA Finance  University of Akron
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BA Education  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?

In 2021, we did a blind survey of our clients, asking "How likely is it that you would recommend your advisor to a friend or colleague?" This resulted in our Net Promoter Score (NPS) of +85. 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 about NPS here: https://www.surveymonkey.com/curiosity/what-is-a-good-net-promoter-score

What are your qualifications? What is your education background?

As of 08/31/2021, True Wealth Design has 5 CFPs on staff 2 of which are also CFAs. All advisors at minimum have a bachelor's degree but several have graduate degrees as well. See also: https://www.truewealthdesign.com/our-difference/

How are you compensated? How will I pay for your services?

See https://www.truewealthdesign.com/our-fees/

If you are going to manage my account, will you obtain my permission every time you buy or sell something?

We have a team service model with a primary and secondary advisor coupled with a client service administrator. All Primary Advisors are required to be CERTIFIED FINANCIAL PLANNER (CFP) professionals or CHARTERED FINANCIAL ANALYSTS (CFA) charterholders with a minimum of five years of experience. Most advisors have significantly more experience.

How many clients do you currently manage?

300+ as of 8/31/2021 or an average of ~60 clients per CERTIFIED FINANCIAL PLANNER professional.

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Disclaimer

True Wealth Design is an Investment Advisor registered with the Securities & Exchange Commission. Number of clients and amount of assets accurate as of 8/31/2021.

Compliance

Registered Investment Advisor:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Communities Served

Bonita Springs Naples
Marco Island Fort Myers
Estero Sanibel
Captiva

Social Networks

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