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.
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.
Tyler Emrick CFA®, CFP®
Sr. Wealth Advisor
Tyler was born and raised in Columbus, OH and attended Miami University. He graduated with degrees in both Finance
and Decision Sciences (aka Statistics). He, his wife Jenn, and their two puppies Addie and Zoey moved to Cleveland in
2014. Tyler enjoys spending time with his family, going on hikes, watching Ohio State football, and trying out new
restaurants.
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: | Retirement Planning, Tax Advice and Services, Investment Advice & Management |
Services |
| Investment Types: | Bonds, Mutual Funds, Stocks, Exchange Traded Funds (ETFs), Mortgages & Real Estate |
| Can meet clients in the following ways: | Video Conference, Our Office, Phone |
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 |
| 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?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. |
What are your qualifications? What is your education background?As of 08/31/2021, True Wealth Design has 5 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 are you compensated? How will I pay for your services?See https://www.truewealthdesign.com/our-fees/ |
How many clients do you currently manage?300+ as of 8/31/2021 or an average of ~60 clients per CERTIFIED FINANCIAL PLANNER™ professional. |
Will you be the only person working with me?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. |
Disclosures |
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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. 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 accurate as of 8/31/2021. |
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 | |
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