Erin Willcutt
TrueLine Wealth Group · Pascagoula, Mississippi
Erin Willcutt is a fee-only financial advisor at TrueLine Wealth Group in Pascagoula, Mississippi. Erin focuses on retirement planning and small business owners. TrueLine Wealth Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Pre-retirees
- Multi-generational families
Facts
| Firm | TrueLine Wealth Group |
|---|---|
| Based in | Pascagoula, Mississippi |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $170.1M across 341 accounts |
| SEC registration | Investment adviser representative in MS · CRD 6831010 |
| Exams passed | Series 66 (2020) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | truelinewealthgroup.com |
| Profile |
How Erin's firm compares
- TrueLine Wealth Group's average account is about $499,000, from its Form ADV (assets managed divided by 341 accounts).
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Questions about Erin
Is Erin Willcutt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Erin holds no broker registration, and TrueLine Wealth Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Erin charge for financial advice?
Erin's firm, TrueLine Wealth Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Erin Willcutt based?
Erin Willcutt is based in Pascagoula, Mississippi.
What does Erin specialize in?
Erin's specialties include retirement planning and small business owners. Erin works with founders, pre-retirees and multi-generational families.
Is Erin Willcutt registered with the SEC?
Yes. Erin Willcutt is registered as an investment adviser representative in MS (CRD 6831010), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does TrueLine Wealth Group manage?
TrueLine Wealth Group reports $170.1M across 341 accounts in assets under management.
How do I contact Erin Willcutt?
Through Erin's website, truelinewealthgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- TrueLine Wealth Group website : specialties, clients served, and fees, checked October 30, 2026
- 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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