Updated:
TRUFP
truFP provides financial planning and investment management that delivers on clarity, confidence, and accountability. The firm is made up of 100% fiduciary...
TRUFP
truFP provides financial planning and investment management that delivers on clarity, confidence, and accountability. The firm is made up of 100% fiduciary advisors with low and transparent fees, dedicated service, and in-house portfolio management, and does not offer commissionable or proprietary products. truFP helps clients achieve financial success through Dave Ramsey’s principles and education, specializing in retirement, debt elimination, and legacy planning, and serves North Georgia as a Dave Ramsey Endorsed Local Provider and SmartVestor Pro.
General information
Firm type
RIA
Location
Country
United States
City
Cumming
Principals
Ken Bellavance
Principal Owner & Financial Planner
Andrew Castleberry
CFP®, CIMA®, Partner & Financial Planner
Tanna Lesch
FPQP®, Paraplanner
Austin Rowland
MSFP, Financial Planner
Zach Lepore
Financial Planner
Carol Taylor
Client Service Associate
Cloe Trainer
Office Coordinator
Patrick Paxton
Financial Planner
Wendy Paxton
Client Services
Kelsey Fredriksson
Client Service
Carolyn Flournoy
CFP®, Financial Planner
Alison Sponaas
Client Service Associate
Amber Moffatt
Client Relationship Manager
Monica Deloach
Client Services
Frequently asked questions
What is TRUFP's investment strategy?
TRUFP has not published an investment strategy. No sector preferences, asset class allocations, or deal structures are on record.
Has TRUFP made any known investments or portfolio companies?
No publicly verifiable investments or portfolio holdings are associated with TRUFP as of 2026.
What is TRUFP's AUM?
TRUFP does not publicly disclose AUM, and no external estimates exist in the public domain.
Where is TRUFP located?
TRUFP has not publicly listed an office address or headquarters location.
How can I contact TRUFP?
No official website, email address, or phone number has been published for TRUFP.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Source record modified: . Public records carry source-specific dates where available. No population-wide measured refresh cadence or universal verification deadline is established here. Page modified, source captured, fact observed, entity verified and aggregate measured describe different events. Check the date attached to the relevant claim; a missing verification date means unknown. Stored source history does not establish a customer-facing historical-analysis interface. To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: