{
  "crd_number": 283860,
  "slug": "true-abundance-advisors-283860",
  "primary_business_name": "TRUE ABUNDANCE ADVISORS",
  "legal_name": "ROTTER, LAURA INGBER",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-04-10",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-03-10",
  "carried_forward": false,
  "raum_total": 31951134.0,
  "raum_discretionary": 29248714.0,
  "raum_non_discretionary": 2702420.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 2530286.0,
      "count": 7
    },
    "high_net_worth_individuals": {
      "raum": 29420848.0,
      "count": 14
    }
  },
  "compensation_types": [
    "fixed"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NY"
  ],
  "websites": [
    "https://facebook.com/laura.i.rotter",
    "https://facebook.com/trueabundanceadvisors",
    "https://instagram.com/rotterlaura",
    "https://linkedin.com/in/laurarotter",
    "https://trueabundanceadvisors.com",
    "https://x.com/rotter_lau72397 https:/x.com/Rotters5",
    "https://youtube.com/@laurarotter"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283860",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/true-abundance-advisors-283860",
  "display_name": "True Abundance Advisors",
  "summary": "True Abundance Advisors is an SEC-registered investment advisory firm, registered since 2026, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.",
  "citation": "AdvisorCensus. True Abundance Advisors (CRD 283860): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is True Abundance Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), True Abundance Advisors reports these compensation arrangements: fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does True Abundance Advisors charge?",
      "a": "Its Form ADV Part 2A brochure dated March 10, 2026 states: Up to $500,000: 1.15% a year; $500,001 to $2,000,000: 1% a year; $2,000,001 to $4,000,000: 0.85% a year; Above $4,000,001: 0.75% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Is True Abundance Advisors registered with the SEC or a state?",
      "a": "True Abundance Advisors is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 283860."
    },
    {
      "q": "How much does True Abundance Advisors manage?",
      "a": "True Abundance Advisors reports $31,951,134 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (92% discretionary)."
    },
    {
      "q": "What types of clients does True Abundance Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (14); individuals (other than high net worth individuals) (7)."
    },
    {
      "q": "Which custodians does True Abundance Advisors use?",
      "a": "True Abundance Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does True Abundance Advisors report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/283860"
    },
    {
      "q": "What changed in True Abundance Advisors' recent Form ADV filings?",
      "a": "In the May 2026 filing data: Newly registered with the SEC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 10, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $500,000",
        "rate": "1.15%"
      },
      {
        "band": "$500,001 to $2,000,000",
        "rate": "1%"
      },
      {
        "band": "$2,000,001 to $4,000,000",
        "rate": "0.85%"
      },
      {
        "band": "Above $4,000,001",
        "rate": "0.75%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $500,000: 1.15% a year",
          "$500,001 to $2,000,000: 1% a year",
          "$2,000,001 to $4,000,000: 0.85% a year",
          "Above $4,000,001: 0.75% a year"
        ],
        "quotes": [
          "Assets Under Advisement Current Cost Basis Points  $0-$500,000 1.15%  $500,001-$2,000,000 1.00%  $2,000,001-$4,000,000 0.85%  Over $4,000,001 0.75%"
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 500000.0,
          "rate_pct": 1.15
        },
        {
          "min": 500001.0,
          "max": 2000000.0,
          "rate_pct": 1.0
        },
        {
          "min": 2000001.0,
          "max": 4000000.0,
          "rate_pct": 0.85
        },
        {
          "min": 4000001.0,
          "max": null,
          "rate_pct": 0.75
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Assets Under Advisement Current Cost Basis Points  $0-$500,000 1.15%  $500,001-$2,000,000 1.00%  $2,000,001-$4,000,000 0.85%  Over $4,000,001 0.75%"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/true-abundance-advisors-283860.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 7,
      "fewer_than_5": false,
      "raum": 2530286.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 14,
      "fewer_than_5": false,
      "raum": 29420848.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283860",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}