Christina Bresnan
Trumbower Financial Advisors · Bethesda, Maryland
Christina Bresnan 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 · CRD 3037911 |
| Exams passed | Series 65 (2006) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.trufinancial.com |
How Christina'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 Christina
Is Christina Bresnan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christina 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 Christina charge for financial advice?
Christina's firm, Trumbower Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Christina Bresnan based?
Christina Bresnan is based in Bethesda, Maryland.
What credentials does Christina Bresnan hold?
Christina Bresnan holds the CFA credential.
Is Christina Bresnan registered with the SEC?
Yes. Christina Bresnan is registered as an investment adviser representative in MD and TX (CRD 3037911), 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 Christina Bresnan?
Through Christina'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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