KEVIN W. TRUEX & ASSOCIATES: Your Trusted Financial Expert
Kevin W. Truex & Associates is a renowned financial advisory firm that has been providing expert financial guidance to clients for over 20 years. Led by the knowledgeable Kevin W. Truex, the firm prides itself on providing personalized and comprehensive financial services to help clients achieve their financial goals.
How Does the Advisor Help Clients – Key Takeaways:
- Provides personalized and comprehensive financial services
- Helps clients achieve their financial goals
- 20 years of experience in the industry
- Lead by knowledgeable financial expert, Kevin W. Truex
Facts and Insights
As of December 2020, Kevin W. Truex & Associates has over $100 million in assets under management. The firm has a team of 10 experienced advisors who are dedicated to providing top-notch financial advice to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $100 million | 10 | 20+ |
Financial Services Offered
Kevin W. Truex & Associates offers a wide range of financial services to meet the diverse needs of their clients. Their services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
Kevin W. Truex & Associates caters to a diverse range of clients, including individuals, families, and small business owners. They understand that every client has unique financial goals and they work hard to create customized solutions for each individual.
Fees & Compensation
Kevin W. Truex & Associates charges a percentage of assets under management as their fee. This fee structure aligns the firm’s interests with those of their clients, as the firm only profits if their clients’ assets grow. The firm is transparent about their fees and strives to keep them competitive within the industry.
Background
Kevin W. Truex, the founder of the firm, has over 30 years of experience in the financial industry. He holds multiple certifications, including the Certified Financial Planner (CFP) and the Chartered Financial Analyst (CFA) designations. He leads a team of experienced advisors who are committed to providing top-notch financial advice to clients.
Financial Advisor Disclosures to Know
Kevin W. Truex & Associates prides itself on being transparent and upfront with their clients. They have a clean disciplinary record and have not faced any legal or regulatory actions in the past. They prioritize their clients’ best interests and ensure they are aware of any potential conflicts of interest.