Last updated: August 9, 2026

About TruWealth Advisors

TruWealth Advisors, LLC provides business coaching and consulting, bookkeeping and accounting services, fractional CFO services, and educational materials on personal finance and financial literacy.

TruWealth Advisors, LLC is not a registered investment adviser, does not act as an investment adviser within the meaning of the Investment Advisers Act of 1940, and does not provide investment advice, securities advice, or legal advice.

Educational purpose; no professional relationship

The information on this website and in its associated materials is educational and informational only. It is not investment, financial, tax, or legal advice and is not an offer or solicitation to buy or sell any security. Strategies discussed are general and may not be suitable for your situation. Consult your own tax, legal, and financial professionals before acting.

Using this website, downloading materials, subscribing, or contacting us does not create a client, advisory, or professional relationship. A relationship with TruWealth Advisors, LLC, is established only through a signed written engagement agreement.

Results and statistics

Client results referenced on this website and in TruWealth marketing materials reflect 15 TruWealth clients who completed twelve or more months of engagement during calendar year 2025. Clients engaged for less than twelve months are not included.

Percentage figures are pooled totals across all 15 clients rather than an average of individual client results, measured against the same clients' trailing twelve months at the start of engagement. Tax savings figures represent the reduction in projected tax liability from strategies identified and implemented during the first year of engagement, measured against the client's tax position prior to engagement. Figures are derived from client-provided financial statements and filed tax returns and have not been independently audited.

Individual results vary based on business structure, financial situation, and implementation and reflect many factors beyond TruWealth's services, including client execution, industry conditions, and general economic conditions. These results are not typical of all clients and are not a guarantee or prediction of future outcomes.

These figures reflect client business operating results and tax outcomes. They are not investment performance.

Testimonials

Testimonials appearing on this website and in TruWealth marketing materials are provided by clients of TruWealth Advisors, LLC and reflect those individuals' own experiences.

Unless expressly stated otherwise alongside the testimonial, individuals providing testimonials received no compensation, in cash or otherwise, for doing so, and TruWealth Advisors is not aware of any material conflict of interest arising from its relationship with the individual in connection with the testimonial. Where compensation or a material conflict exists, it is disclosed with the testimonial itself.

Testimonials reflect one client's individual experience and may not be representative of the experience of other clients. A testimonial is not a guarantee of any particular outcome.

Third-party platforms and trademarks

This website is not part of, endorsed by, or affiliated with Meta Platforms, Inc., Google LLC, LinkedIn Corporation, YouTube, or any other third-party platform. Facebook and Instagram are trademarks of Meta Platforms, Inc. All other trademarks and brand names are the property of their respective owners and are referenced for identification purposes only.

Third-party links

This website may contain links to third-party websites and materials. TruWealth Advisors, LLC, does not control, endorse, or assume responsibility for third-party content, and inclusion of a link does not imply endorsement.

Questions

Questions about these disclosures may be directed to [email protected] or (678)-427-5598