Heath Brewer
Trumbower Financial Advisors · Bethesda, Maryland
Heath Brewer is a fee-only financial advisor at Trumbower Financial Advisors in Bethesda, Maryland, who holds the CFP 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 | CFP |
| SEC registration | Investment adviser representative in MD, TX · CRD 3127453 |
| Exams passed | Series 63 (2004) · Series 65 (2013) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.trufinancial.com |
How Heath'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 Heath
Is Heath Brewer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Heath 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 Heath charge for financial advice?
Heath's firm, Trumbower Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Heath Brewer based?
Heath Brewer is based in Bethesda, Maryland.
What credentials does Heath Brewer hold?
Heath Brewer holds the CFP credential.
Is Heath Brewer registered with the SEC?
Yes. Heath Brewer is registered as an investment adviser representative in MD and TX (CRD 3127453), 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 Heath Brewer?
Through Heath'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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