# Brad Neumann

> Brad Neumann is a fee-only financial advisor at Trumbower Financial Advisors in Bethesda, Maryland, who holds the CFA credential. Trumbower Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/brad-neumann/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Trumbower Financial Advisors
- **Based in:** Bethesda, Maryland
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $1.98B across 964 accounts
- **Credentials:** CFA
- **CRD:** 4706942 (https://adviserinfo.sec.gov/individual/summary/4706942)
- **SEC registration:** Investment adviser representative in MD, TX, VA
- **Exams passed:** Series 66 (2003)
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** http://www.trufinancial.com

## Frequently asked questions

### Is Brad Neumann a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brad holds no broker registration, and Trumbower Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Brad charge for financial advice?

Brad's firm, Trumbower Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Brad Neumann based?

Brad Neumann is based in Bethesda, Maryland.

### What credentials does Brad Neumann hold?

Brad Neumann holds the CFA credential.

### Is Brad Neumann registered with the SEC?

Yes. Brad Neumann is registered as an investment adviser representative in MD, TX and VA (CRD 4706942), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Trumbower Financial Advisors manage?

Trumbower Financial Advisors reports $1.98B across 964 accounts in assets under management.

### How do I contact Brad Neumann?

Through Brad's website, www.trufinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4706942): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.