# TRUFP

TRUFP is a RIA based in Cumming, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Cumming, United States
- **Assets under management:** Undisclosed
- **Website:** https://trufp.com
- **LinkedIn:** https://www.linkedin.com/company/trufp

## Regulatory record

- **CRD number:** 299212
- **SEC file number:** 801-117561
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/299212

## About

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.

## People

- 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

## Questions

### Who are the principals behind TRUFP?

As of 2026, no named principals or executive roles for TRUFP have been publicly disclosed. The firm does not appear in industry directories or media profiles.

### 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.

## Related profiles

- [Highland MB Wealth LLC](https://altss.com/profile/highland-mb-wealth-llc)
- [Pathmont Investment Management](https://altss.com/profile/pathmont-investment-management)

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Last updated: 2026-08-11T15:08:22.057Z

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