SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
True Link Financial Advisors
San Francisco, CA
True Link Financial Advisors, LLC, CRD 281870
Firm filing updated March 30, 2026 ·
- $1.9BAssets
- 1,461Clients
- 5Advisory staff
- 1,461Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals1,208
- Corporations or other businesses219
- High net worth individuals34
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 1,208 | $296.7 million |
| High net worth individuals | 34 | $116.8 million |
| Corporations or other businesses not listed above | 219 | $1.5 billion |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Assets and accounts
- Regulatory assets$1.9 billion
- Accounts1,461
- Discretionary$1.8 billion · 1,376 accounts
- Non-discretionary$68.1 million · 85 accounts
People
- Employees7
- Advisory staff5
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients0
Advisors
4 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: True Link Financial Advisors, LLC SEC-registered investment advisor. CRD 281870, SEC file 801-114179.
- Registered with the SEC as an investment advisor (status date on record: October 24, 2018).
Is True Link Financial Advisors a fiduciary?
Short answer: True Link Financial Advisors is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.