wiseradvisor


Vetted Advisor's Table

Tyler Emrick, CFP®
True Wealth Design

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

Firm Information

Advisor's Number of Clients:  300
Assets Managed by Advisor:  $100000

Compensation and Fees

Compensation Methods:  Based on Assets, Flat Fee, Commissions

Education

B.S. in Finance   Miami University
B.S. in Decision Sciences   Miami University

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.

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1886576/wiseradvisor-true-wealth-design-detailed-disclosure.html

    14 Years of Experience

  • CRD# 143194
  • Insurance License#986484

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