Aaron
Seil

True Wealth Design, LLC

CRD#3182416
Investment Advisor
in Akron, OH

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About this Advisor

Aaron Seil is a chartered financial analyst who works out of Akron, Ohio with 2 years of industry experience. Seil currently works for True Wealth Design, LLC. During their career, the advisor has held roles at Ruggaard & Associates, Inc, Seil Wealth Management, LLC and True Wealth Design, LLC. Seil holds a Series 63 license, designating them as a securities representative, and is able to work in Ohio. True Wealth Design, LLC is an advisory firm that has its headquarters in Akron, OH. It has offices in seven locations and a total of 11 advisors. It handles $431 million in total assets across its 1,321 customer accounts, placing it among the larger financial advisory firms in the United States by assets under management. Of its 1,321 client accounts, 33% are held by high-net-worth individuals who have at least $1 million in investable assets. The company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Financial advisory fees vary depending on the services. Fee types billed by True Wealth Design, LLC most likely consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

700 Ghent Road Suite 100
Akron, OH 44333

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True Wealth Design, LLC Brokerage Details

Total Assets Under Management

$431,088,083

OH Average: $2,106,341,625
Total Number of Employees

11

OH Average: 34
Total Number of Accounts

1,321

OH Average: 1,972
Average Account Size

$326,335

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

Aaron Seil Work History

Aaron has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

True Wealth Design, LLC

2020 - 2021 (1 year)

Seil Wealth Management, LLC

2003 - 2020 (17 years)

Ruggaard & Associates, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Aaron Seil to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at True Wealth Design, LLC

Ryan Wyatt
Canonsburg, PA
Audrey Petrus
Sewickley, PA
Jonathan Emrick
Akron, OH
Kevin Kroskey
Akron, OH
Aaron Seil
Akron, OH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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