SEC Documents

As a fiduciary, Truepoint Wealth Counsel advocates full disclosure. Please review our Securities and Exchange Commission registration (Form ADV).

• Truepoint Wealth Counsel Form ADV Part 2A
• Truepoint Wealth Counsel Form ADV Part 2B
• Truepoint Institutional Advisors Form ADV Part 2A
• Truepoint Institutional Advisors Form ADV Part 2B
• ADV Part I (please search for Truepoint)
• Form CRS

James Hadaway
Chief Compliance Officer
[email protected]