TruMix Advisors
TruMix Advisors is a fee-only, fiduciary financial planning firm based in Bloomington, Minnesota, serving clients across the Twin Cities and beyond. We specialize in comprehensive financial planning for high-income professionals — including physicians, orthopedic surgeons, and small business owners — who want a trusted advisor working exclusively in their best interest.
At TruMix, we believe great financial planning starts with genuinely understanding your life. That means going beyond spreadsheets and investment accounts to help you make confident decisions about retirement, taxes, business transitions, estate planning, and everything in between. Whether you're a surgeon navigating the financial complexities of practice ownership, a small business owner planning for an eventual sale, or a family looking to build lasting wealth, we're here to provide clarity every step of the way.
We work with a select number of clients by design — not because we're exclusive, but because we believe the advisor-client relationship works best when your advisor truly knows you. Every client at TruMix receives personalized, one-on-one guidance without the noise of a call center or the pressure of a sales quota.
As fee-only fiduciaries, we are legally and ethically required to act in your best interest at all times. We never earn commissions and never sell financial products. You pay us directly, and we work for you — full stop.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.

