Tod
Arbutina
Three Cord True Wealth Management, LLC
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About this Advisor
Tod Arbutina is a certified financial planner based in Beaver, Pennsylvania who has 3 years of relevant experience. Arbutina is on the advisory team at Three Cord True Wealth Management, LLC. Over the course of their career, Arbutina has held roles at H2R Cpa, Cottrill, Arbutina & Associates Pc, Lpl Financial, LLC and Three Cord True Wealth Management, LLC. Arbutina holds Series 63 and Series 66 licenses, certifying them as a securities agent, and is able to work in Pennsylvania and Texas. Three Cord True Wealth Management, LLC is a financial advisory firm operating out of Beaver, PA. The firm has a total of nine financial advisors. It handles $150 million in assets under management between its 556 client accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 556 accounts, 40% are held by high-net-worth investors who have more than $1 million in assets available to invest. Three Cord True Wealth Management, LLC has a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules usually vary depending on which services are offered. However, fees charged by Three Cord True Wealth Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Three Cord True Wealth Management, LLC Brokerage Details
$150,285,608
9
556
$270,298
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Tod Arbutina Work History
Tod has been registered as a financial advisor for 3 years.*
Three Cord True Wealth Management, LLC
Lpl Financial, LLC
H2R Cpa
Cottrill, Arbutina & Associates Pc
*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 Tod Arbutina 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 Three Cord True Wealth Management, LLC
Beaver, PA
Beaver, PA
Beaver, PA
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.
