Ellen Osthus
Truman Wealth Advisors · St. Paul, Minnesota
Ellen Osthus is a fee-only financial advisor at Truman Wealth Advisors in St. Paul, Minnesota, who holds the CFP credential. Truman Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Truman Wealth Advisors |
|---|---|
| Based in | St. Paul, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $106.0M across 424 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN, TX · CRD 5841237 |
| Exams passed | Series 66 (2011) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.trumanwealthadvisors.com |
How Ellen's firm compares
- Truman Wealth Advisors's average account is about $250,000, from its Form ADV (assets managed divided by 424 accounts).
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Questions about Ellen
Is Ellen Osthus a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ellen holds no broker registration, and Truman Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ellen charge for financial advice?
Ellen's firm, Truman Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Ellen Osthus based?
Ellen Osthus is based in St. Paul, Minnesota.
What credentials does Ellen Osthus hold?
Ellen Osthus holds the CFP credential.
Is Ellen Osthus registered with the SEC?
Yes. Ellen Osthus is registered as an investment adviser representative in MN and TX (CRD 5841237), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Truman Wealth Advisors manage?
Truman Wealth Advisors reports $106.0M across 424 accounts in assets under management.
How do I contact Ellen Osthus?
Through Ellen's website, www.trumanwealthadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in St. Paul
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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