Ted Parchman January 13, 2026
Is Gold a Good Long-Term Investment?
Your money simplified, so you may simply live.
For more than three decades, we’ve been a values-driven wealth management firm for professionals, business owners, retirees, and their families who want confidence and clarity in their financial lives.
Services designed for every phase of life.
Building Momentum
You want to feel confident you’re on the right track and making smart decisions with your extra income, while balancing the demands of your career and life.
Securing Your Future
You have most of what you need saved for your next chapter and are focused on making sure your wealth works for you once you’re no longer working.
Leaving a Legacy
You’re focused on finding purpose and fulfillment as you age, with the confidence that your finances will support the life you envision and allow you to leave behind a legacy.
Peace of mind and possibility.
Our approach begins with financial planning and investment management, and seamlessly expands to include estate planning, tax planning and preparation, and family office services where needed. Guided by one team of trustworthy, approachable experts, you gain peace of mind knowing your wealth is in good hands—freeing you to focus on the possibilities life has to offer.
Let’s find the right fit for you.
At Truepoint, we provide four service offerings for those growing, preserving, and stewarding wealth.
Commas
Financial planning and investment management focused on helping driven professionals save, invest, and build wealth. No minimum portfolio size makes trusted guidance accessible from the start.
Foundational
Financial planning and investment management focused on retirement readiness and guiding clients through life’s key transitions. Requires a minimum of $1M in investable assets.
True Wealth
Investment management, financial planning, tax planning and preparation, and estate planning—seamlessly coordinated by our in-house team of experts. Requires a minimum of $3M in investable assets.
Family Office
Comprehensive services that extend beyond the True Wealth offering, including advanced estate strategies, philanthropic planning, and family governance for multi-generational, ultra-high net worth families.
Matching you with the services best suited to you and your goals starts with a conversation.
Truepoint has been fee-only since 1990.
What does this mean? Our fees simply reflect a percentage of the investment assets we manage—we do not receive commissions or fees from any other sources. The scope of our services varies based on the client’s assets under management.
Our True Wealth integrated wealth management solution is most cost-effective for portfolios valued at $3,000,000 or more, reflecting the minimum fee required to deliver these comprehensive services. For clients who do not need the full range of our integrated offerings, we offer tailored investment management and financial planning solutions through our Commas and Foundational offerings.
For multi-generational families or clients with complex financial needs seeking enhanced support, Truepoint provides family office services. These services are fully customized based on a personalized proposal detailing offerings and associated fees.
True Wealth Advisory Fee
First $3,000,000
1.00%
1.00%
Next $2,000,000
0.75%
0.75%
Next $5,000,000
0.60%
0.60%
Above $10,000,000
0.45%
0.45%
