Vetted Advisor's Table

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

Tel: 330-777-0688
700 Ghent Road, Suite 100
Akron, OH 44333
True Wealth Design, LLC | Financial Advisor in Akron ,OH

Planning Retirement Smarter. Living Retirement Better.

About Kevin Kroskey

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

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 (AkronBay VillageCanfieldHudson), Pennsylvania (Sewickley) and Florida (Ft. MyersNaples).

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.

See Disclosures

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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


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


BA Education   University of Akron
MBA Finance   University of Akron

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.


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.

Read more at https://www.truewealthdesign.com/our-team/

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/



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.

Additional Detailed Disclosures



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:


Investment Advisor Representative:


Acknowledged fiduciary:


Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Communities Served

Akron Brecksville
Broadview Heights Canton
Cleveland Cuyahoga Falls
Hudson Medina
Richfield Stow
Strongsville Uniontown

News & Events

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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