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The fee is billed in arrears and is negotiable.","source":"TRUEWEALTH ADVISORS, LLC - ADV PART 2A, filed 3 August 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does TrueWealth Advisors use?","answer":"TrueWealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $545M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does TrueWealth Advisors have?","answer":"TrueWealth Advisors has 15 investment adviser representatives registered with state securities authorities, out of 21 employees, and 13 perform investment advisory functions. 11 employees are registered representatives of a broker-dealer and 13 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 TrueWealth Advisors invest in?","answer":"At the end of its last fiscal year, TrueWealth Advisors’ separately managed accounts held 69% registered funds (mutual funds, ETFs, BDCs), 22% exchange-traded equities, 9% cash and equivalents, 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds, 1% high-yield corporate bonds and 1% pooled vehicles (private funds and similar).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns TrueWealth Advisors?","answer":"TrueWealth Advisors’ direct owners are Paul Marks (50% to 75%) and Larry Sims (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 3 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does TrueWealth Advisors get paid?","answer":"TrueWealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. 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