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The fee is billed in advance and is negotiable.","source":"FORM ADV PART 2A - FIRM BROCHURE, filed 25 August 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Trueblood Wealth Management use?","answer":"Trueblood Wealth Management’s separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $449M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Trueblood Wealth Management have?","answer":"Trueblood Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Trueblood Wealth Management invest in?","answer":"At the end of its last fiscal year, Trueblood Wealth Management’s separately managed accounts held 40% exchange-traded equities, 34% registered funds (mutual funds, ETFs, BDCs), 9% cash and equivalents, 8% investment grade corporate bonds, 4% state and local bonds, 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% sovereign bonds, 1% pooled vehicles (private funds and similar) and 1% other. 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`sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}