Experience You Can Trust, Costs You Can Count On
Experience You Can Trust, Costs You Can Count On
Fixed Cost Investing℠: A Smarter Way to Grow
At Truesdell Wealth, Inc., we pioneered Fixed Cost Investing℠, transforming the way people plan, grow, and protect their wealth. With decades of experience, we’ve crafted an approach that’s as efficient as it is effective—so you can focus on living your life while we focus on securing your financial future.
Why Truesdell Wealth Stands Out
1. Fixed Costs, No Surprises
Most advisors charge fees tied to your portfolio’s size, meaning the more you grow, the more they take. Not here. With Fixed Cost Investing℠, you pay a straightforward, predictable fee regardless of your account balance. No percentages. No hidden fees. Just clarity, simplicity, and savings that stay in your pocket.
2. Experienced and Efficient
With a history rooted in trust and proven strategies, we bring unparalleled expertise to the table. Our team is built on years of navigating complex markets, ensuring you get strategies that are not only effective but also tailored to your unique goals. Efficiency is at the heart of everything we do, so you’ll never waste time or money.
3. Transparent Value, Always
Transparency isn’t a buzzword for us—it’s a principle. We believe you deserve to know exactly what you’re paying for and why. With our flat-fee structure, your hard-earned money goes toward building your future, not our bottom line.
4. Unlimited Access to Expertise
With Truesdell Wealth, there are no barriers to advice. We’re here when you need us—providing unlimited access to our tools, insights, and expertise. Whether it’s a quick question or a deep dive into market trends, we’re ready to help you make informed decisions.
A Foundation of Excellence
At Truesdell Wealth, Inc., we don’t rent a bank cubicle, work out of a bedroom, or operate out of a pop-up space. Instead, we designed, built, and run our businesses from the Truesdell Professional Building in the prestigious Ocala International Commerce Park. Conveniently located around the corner from the Ocala International Airport and just down the street from the world-renowned World Equestrian Center, our headquarters reflects the same commitment to quality and professionalism we bring to managing your wealth.
What makes our building truly special is its design, inspired by the iconic Alamo in Austin, Texas. This homage reflects the heritage and values of our founder, Paul Grant Truesdell, J.D., AIF, CLU, ChFC, RFC, a proud native Texan. The building stands as a testament to rugged American independence and embodies our unwavering commitment to tradition, transparency, and truthfulness. It’s more than an office—it’s a symbol of the principles that guide everything we do.
What Fixed Cost Investing℠ Means for You
- Simplicity: Understand your costs upfront—no guessing, no stress.
- Savings: Keep more of your returns where they belong: in your pocket.
- Confidence: Partner with advisors who work for you, not for a percentage of your assets.
- Focus: Let us handle the financial heavy lifting so you can enjoy what matters most.
The Founders of Fixed Cost Investing℠
When you choose Truesdell Wealth, Inc., you’re working with the team that redefined how wealth management should be done. We’re proud to be the original innovators of the Fixed Cost Investing℠ model, setting a standard others try to follow.
Why Settle for Ordinary?
Don’t let traditional percentage-based fees chip away at your success. Choose the smarter, more efficient way to grow your wealth with Truesdell Wealth, Inc.—the trusted name in Experienced, Efficient, and Fixed Cost Investing℠.
Ready to experience the difference? Let’s get started today.