Overview

True Vision Financial Advisors is an independent RIA that was founded with the expectation that financial advisors can thrive as independent business owners. Our advisors are given the opportunity to manage their clients without the drag of big corporate bureaucracy or private equity mandated changes. We are 100% advisor owned and believe that advisors that own their books do better for their clients. Our advisors CARE about their clients and have made the leap into independence to offer the best for their clients.

We are a turn-key RIA for advisors seeking independence. We have relationships with Schwab, LPL, Envestnet, and many third party resources to help our advisors succeed. In fact, not only do we provide our advisors with class A offices and experienced administrative support, we also provide all the operational and IT support to allow them to focus on their client and growing their business.

We are expanding our footprint within the Twin Cities area and surrounding communities and are currently looking to add advisors to our firm. Our ideal advisors are primarily fee-based, have $60MM-$250MM AUM, and use financial planning with their clients. We are looking for experienced advisors who maybe looking for a succession plan and advisors that are looking to continue to grow their AUM.

We are currently looking to acquire books within the Minneapolis/St. Paul and Naples/Fort Meyers, FL areas. We are flexible with terms and have staff and advisors ready to offer the same great service and support that your clients expect.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

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