# Truthpoint Financial, LLC

> Truthpoint Financial, LLC is a state-registered investment advisory firm in Colorado Springs, CO, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 9, 2026.

- CRD: 312175
- Filed as: TRUTHPOINT FINANCIAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Colorado Springs, CO
- Filing period: October 2026
- Form ADV filing dated: February 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/312175
- AdvisorCensus page: https://advisorcensus.com/firm/truthpoint-financial-llc-colorado-springs-co-312175

## Quick answers

**How is Truthpoint Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Truthpoint Financial, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Truthpoint Financial, LLC located?**
Truthpoint Financial, LLC's principal office is in Colorado Springs, CO, according to its Form ADV.

**Is Truthpoint Financial, LLC registered with the SEC or a state?**
Truthpoint Financial, LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 312175.

**How much does Truthpoint Financial, LLC manage?**
Truthpoint Financial, LLC reports $13,886,529 in regulatory assets under management in its Form ADV filing dated February 9, 2026 (0% discretionary).

**What types of clients does Truthpoint Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (14).

**Does Truthpoint Financial, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/312175

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $13,886,529
- Discretionary: $0
- Non-discretionary: $13,886,529

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 14 | $13,886,529 |

### Advisory services (Item 5.G)
- Pension consulting services

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- truthpointfinancial.com
- Facebook @truthpointfinancial
- LinkedIn @truthpoint-financial

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Truthpoint Financial, LLC (CRD 312175): Form ADV filing data as of October 2026.