Disclosures

Welcome to the disclosure section of our website. The table below describes how the various aspects are currently organized. If you have any questions about the contents of the forms or policies we encourage you to reach out via email, phone, or appointment as seen in the contact info at the bottom of the page.


Legal Filings


Form ADV Part 2A


Form ADV Part 2B


Form ADV Part 1 & IAPD Check

Check out our Form ADV Part 1 on the IAPD (Investment Adviser Public Disclosure) website using our CRD #336223.


Protections


Privacy Policy


Cybersecurity and Data Protection Summary

At TrueStar Financial Partners LLC, safeguarding your non-public personal information (NPI) is a top priority. Our firm maintains a comprehensive cybersecurity program designed to protect the integrity, confidentiality, and availability of our systems and client data.

Key components of our security program include:

  • Asset & Access Management: We maintain a strict inventory of all technology infrastructure and enforce “least-privileged” user access to ensure only authorized personnel can access sensitive data.
  • Proactive Protections: We utilize multi-layered defenses, including data encryption (both at rest and in transit), secure login protocols, and advanced protection against phishing, ransomware, and social engineering.
  • Continuous Monitoring: Our systems are monitored to detect unusual activity or potential breaches, with regular risk assessments conducted to identify and mitigate new vulnerabilities.
  • Incident Response & Recovery: We maintain a formal Incident Response Plan to act quickly in the event of a security breach. This includes documented procedures for investigation, remedial action, and the timely notification of affected clients and regulatory authorities when required.
  • Business Continuity: We maintain robust data backup and recovery procedures to ensure that critical firm and client information remains accessible even during significant technology system disruptions.
  • Employee Accountability: Every staff member undergoes regular cybersecurity training and must adhere to strict security guidelines, including mobile device usage, clean-desk policies, and secure travel protocols.

For more information on our information security practices, please contact our Chief Compliance Officer (CCO) or request a copy of our full Privacy Policy.


Business Continuity & Succession Disclosure

TrueStar Financial Partners LLC maintains a written Business Continuity Plan (BCP) designed to identify and respond to significant business disruptions. Our goal is to protect the interests of our clients and ensure an orderly transition or resumption of services depending on the scope of the disruption.

Disruption Scenarios & Response Whether a disruption is firm-only (e.g., local power outage) or widespread (e.g., regional disaster), our firm is equipped to operate virtually from any location with secure internet access. We utilize encrypted cloud-based systems and maintain hardware redundancy to ensure that critical functions—including financial planning and custodial access—can be recovered quickly.

Protection of Client Assets Your assets are held in your name at Charles Schwab, an independent qualified custodian. Even if our firm faces a significant disruption, your funds remain secure and accessible directly through Schwab.

Succession & Owner Incapacity In the event of the permanent incapacity or death of the firm’s owner, Kenny Ginsburg, the following “Client Reversion” plan will be executed to ensure your protection:

  • Notification: Our designated representative will contact all clients via email, phone, or mail within five(5) business days to inform you of the firm’s status.
  • Account Access: All accounts will revert to your direct control at Charles Schwab. You will have the option to manage your accounts as a retail client of Schwab—utilizing their internal investment management services—or transition to a new advisor of your choosing.

Plan Testing & Maintenance We conduct and record annual testing of our data recovery and hardware failover procedures via the Comply platform. This ensures our plan remains functional and audit-ready for state regulators.

Contacting Us If you cannot reach us via our primary office line or email during a disaster, please visit our website for emergency updates and instructions.


Summary


Fee Schedule

Below is our simplified fee schedule that can also be found in our Form ADV 2A.

Full Financial PlanningStarting at $1,200 for individuals and $1,800 for couples/families
Investment Management$0-$500,000 – 0.95%
$500,001 -$1,000,000 – 0.73%
$1,000,001 – $3,000,000 – 0.54%
>$3,000,000 – 0.32%
TrueStar on Demand (Project Services)$50/hour

Social Media Disclaimer & User Interaction Policy

Truestar Financial Partners LLC (“Truestar Financial Partners”) is not affiliated with Facebook, LinkedIn, or any other social media platform. Truestar Financial Partners has no control over how these platforms use the data they collect.

Comments and “Likes”: > * Not an Endorsement: A “Like,” “Share,” or positive comment from a user should not be interpreted as a testimonial or an endorsement of Truestar’s investment advisory services or performance.

  • Monitoring: Truestar reserves the right to monitor, hidden, or delete comments that are off-topic, promote third-party services, contain personal financial information, or are otherwise inappropriate.
  • No Advice: Social media is not a secure platform and is not the appropriate venue for providing investment advice or requesting transactions. Please do not post specific account details or personal financial questions in the comments.
  • Third-Party Content: Any links to third-party articles or content provided by Truestar Financial Partners are for informational purposes only. Truestar Financial Partners does not guarantee the accuracy of information provided by third parties.

Website Terms of Use & Intellectual Property

By accessing this website, you agree to the following terms:

  • Updates: We may update these terms at any time. Your continued use of the site constitutes acceptance of the current terms.
  • Proprietary Rights: All original content, including text, graphics, and logos, are the property of Truestar Financial Partners LLC and are protected by applicable copyright and trademark laws. We claim common law trademark rights in the name “Truestar Financial Partners” and all associated branding. You may not copy, reproduce, or “scrape” content from this site for commercial use without our express written consent.
  • Authorized Use: This site is intended for personal, non-commercial use by residents of the United States. You agree not to use this site in any way that could damage or disable our digital infrastructure.
  • Limitation of Liability: While we strive for accuracy, Truestar Financial Partners LLC provides this website “as is.” We are not liable for any technical errors, omissions, or any damages resulting from your use of this website.
  • Governing Law: These terms are governed by the laws of the State of New Jersey. Any legal proceedings related to this website shall be brought in the courts located in New Jersey.

IAR Compliance CE Statement

As a Registered Investment Adviser in the State of New Jersey, TrueStar Financial Partners LLC is committed to the highest standards of professional competence and regulatory compliance.

Pursuant to New Jersey Bureau of Securities regulations effective January 1, 2025, Investment Adviser Representatives (IARs) are required to complete twelve (12) credits of continuing education annually. Because our firm is in its first year of registration (2026), our representatives are currently in their initial registration period and will begin fulfilling their formal annual 12-credit CE requirement starting January 1, 2027.

Once the requirement commences, our representatives will complete six (6) credits of Ethics and Professional Responsibility and six (6) credits of Products and Practice content each year to maintain their standing and provide the most informed advice to our clients.


Contact


CCO Contact, Office Phone, & NJ Bureau of Securities

Our CCO (Chief Compliance Officer) can be reached at Kenny@TrueStarFP.com.

Our Office Phone Number is 609-669-1137.

NJ Bureau of Securities can be reached in the following manner: Phone 1-866-I-INVEST; website http://www.NJSecurities.gov; email njbos@dca.lps.state.nj.us.


TrueStar Financial Partners LLC
Business Hours:
Monday – Friday, 9am – 4:30pm
Monday – Thursday 7:30 pm – 8:30 pm

Email: Kenny@truestarfp.com
Office Phone: 609-669-1137

Mailing Address:
971 US Highway 202 N Ste N
Branchburg, NJ 08876

Disclosure:
Truestar Financial Partners LLC is a Registered Investment Adviser in NJ. Registration does not imply a certain level of skill or training. All content is for educational purposes only and does not constitute financial, investment, tax, or legal advice. Investing involves risk, including potential loss of principal. Past performance is no guarantee of future results. [View Form ADV & Important Disclosures]

The content, tools, and information provided on this website are for informational and educational purposes only and do not constitute financial, investment, tax, or legal advice. They are not intended to substitute for personalized financial planning or professional advice tailored to your individual circumstances.

Any results, projections, or examples shown are hypothetical, estimated, and illustrative in nature and may not reflect youar actual financial situation or outcomes. Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal, and there is no assurance or guarantee that any investment strategy will be successful or achieve your objectives.

Before making any financial, investment, or tax-related decisions, you should consult with a qualified financial advisor or appropriate professional who can evaluate your individual circumstances and provide advice specific to your needs.

Disclaimer Regarding Third-Party Data Any charts, articles, or third-party data provided on this site are obtained from sources believed to be reliable, but their accuracy and completeness are not guaranteed. TrueStar Financial Partners LLC has not independently verified the information provided by these third parties. The opinions expressed by third-party authors are their own and do not necessarily reflect the views or investment philosophy of TrueStar Financial Partners LLC. Links to external sites should not be construed as an offer to buy or sell any security or as a solicitation for any financial product.