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TRUEPLAN BENEFIT AND RETIREMENT ADVISORS

RENSSELAER, NY · CRD 36026 · IAPD ↗ · trueplanadvisors.com · 518-431-7600

$5.06BRegulatory AUM
6Advisory reps
11Employees
0Clients
0Planning clients
0Private funds
4States
1Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

37
December 2025 — TRUEPLAN BENEFIT AND RETIREMENT ADVISORS notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
20
April 2024 — TRUEPLAN BENEFIT AND RETIREMENT ADVISORS changed its website from hanysbenefits.com to trueplanadvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
April 2024 — TRUEPLAN BENEFIT AND RETIREMENT ADVISORS shrank from 7 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
50
April 2024 — HANYS BENEFIT SERVICES is now doing business as TRUEPLAN BENEFIT AND RETIREMENT ADVISORS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.