# True Abundance Advisors

> 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.

- CRD: 283860
- Filed as: TRUE ABUNDANCE ADVISORS
- Legal name: Rotter, Laura Ingber
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283860
- AdvisorCensus page: https://advisorcensus.com/firm/true-abundance-advisors-283860

## Quick answers

**How is True Abundance Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), True Abundance Advisors reports these compensation arrangements: fixed fees (other than subscription fees).

**How much does True Abundance Advisors charge?**
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.

**Is True Abundance Advisors registered with the SEC or a state?**
True Abundance Advisors is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 283860.

**How much does True Abundance Advisors manage?**
True Abundance Advisors reports $31,951,134 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (92% discretionary).

**What types of clients does True Abundance Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (14); individuals (other than high net worth individuals) (7).

**Which custodians does True Abundance Advisors use?**
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.

**Does True Abundance Advisors report any disciplinary disclosures?**
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

**What changed in True Abundance Advisors' recent Form ADV filings?**
In the May 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 10, 2026)

- 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

> 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%

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $31,951,134
- Discretionary: $29,248,714
- Non-discretionary: $2,702,420

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $2,530,286 |
| High net worth individuals | 14 | $29,420,848 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- trueabundanceadvisors.com
- Facebook @laura.i.rotter
- Facebook @trueabundanceadvisors
- Instagram @rotterlaura
- LinkedIn @laurarotter
- X @rotter_lau72397 https:
- YouTube @laurarotter

## Changes in the filing (last 12 months)

### May 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. True Abundance Advisors (CRD 283860): Form ADV filing data as of October 2026.