VETTED

Tyler Emrick

CFP®
Tyler Emrick
Tel: 330-777-0688 700 Ghent Road suite 100 Akron, OH 44333
About True Wealth Design
True Wealth Design was founded with the intention of making a substantial positive difference in our clients' lives, our employees' lives, and the communities where we live and work. We strive to help our clients Plan Smarter and Live Better. With our uncommon and deep expertise in retirement, tax, and investment planning, 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
Insurance License#:

986484

Name of Custodial Firm:

Shareholder Service Group, Charles Schwab, TD Ameritrade

Work with the following types of clients:

Individual Investors

Advisory Services Provided:

Financial Planning, Retirement Planning, Wealth Management, Financial Planning for Individuals, Investment Advice & Management

Services
Can meet clients in the following ways:

Phone, Your Home, Email, Video Conference

Compensation and Fees
Compensation Methods:

Based on Assets, Flat Fee, Commissions

Firm Information
Advisor's Number of Clients:

300

Total Assets Under Management by Advisor:

$100000

Education
B.S. in Finance:
Miami University
B.S. in Decision Sciences:
Miami University
14 Years of Experience
CRD# 143194Insurance License# 986484
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