Brad Neumann
Trumbower Financial Advisors · Bethesda, Maryland
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.
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Facts
| Firm | Trumbower Financial Advisors |
|---|---|
| Based in | Bethesda, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.98B across 964 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MD, TX, VA · CRD 4706942 |
| Exams passed | Series 66 (2003) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.trufinancial.com |
| Profile |
How Brad's firm compares
- Trumbower Financial Advisors's average account is about $2.1 million, from its Form ADV (assets managed divided by 964 accounts).
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Questions about Brad
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Bethesda
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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