# TruePlan Benefit and Retirement Advisors

TruePlan Benefit and Retirement Advisors is a RIA.

## Overview

- **Organization type:** RIA
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/trueplanadvisors

## Regulatory record

- **CRD number:** 36026
- **SEC file number:** 801-67370
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/36026

## About

TRUEPLAN BENEFIT AND RETIREMENT ADVISORS is an SEC-registered investment adviser in RENSSELAER, NY, registered since 2007. The firm manages $5.1 billion in assets. It has 11 employees and 6 investment advisers.

## Sectors

- Financial Services

## Questions

### Who are the clients of TruePlan Benefit and Retirement Advisors?

The firm serves retirement plan sponsors and institutional clients in the US. No specific client names have been publicly disclosed.

### Why is there limited public information about TruePlan?

TruePlan Benefit and Retirement Advisors does not maintain a public website, social media presence, or submit public filings that detail its operations. Many RIAs serving niche institutional clients operate with minimal public disclosure.

## Related profiles

- [COINEXA LTD](https://altss.com/profile/coinexa-ltd)
- [Trubee Wealth Advisors](https://altss.com/profile/trubee-wealth-advisors-inc)

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Last updated: 2026-06-03T20:00:00.000Z

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