Truman Wealth Advisors
SEC RegisteredYou deserve to live a wealthy life.
About the firm
Truman Wealth Advisors is a fee-only, fiduciary firm that guides clients in aligning their financial strategies with their personal goals by considering their complete financial picture. The TruWealth team specializes in financial markets and investment strategies, providing insights that help clients make informed decisions and focus on their broader life goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning and investment advisory services including discovery meetings, planning consultations, mutual commitment meetings, routine check-ins, and 411 & 911 meetings. The firm offers fee-only and retainer-based pricing and provides personal attention, one-on-one mentorship, and tailored guidance.
Who they serve
Modern Elders, Thriving Entrepreneurs, Executive Delegators, and Investment Professionals.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 74 | $54M |
| High Net Worth Individuals | 22 | $38M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $2.6M |
| State/Municipal Entities | 1 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Truman Wealth Advisors has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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