# Joel Hussey

> Joel Hussey is a fee-only financial advisor at Truvista Advisors in Redmond, Washington. Joel focuses on family wealth transfer. Truvista Advisors reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/joel-hussey/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Truvista Advisors
- **Based in:** Redmond, Washington
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $65.1M across 133 accounts
- **Specialties:** Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 5934821 (https://adviserinfo.sec.gov/individual/summary/5934821)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 63 (2011), Series 65 (2024)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://truvistaadvisors.com

## Frequently asked questions

### Is Joel Hussey a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Joel holds no broker registration, and Truvista Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Joel charge for financial advice?

Joel's firm, Truvista Advisors, reports charging a percentage of assets on its SEC Form ADV.

### Where is Joel Hussey based?

Joel Hussey is based in Redmond, Washington.

### What does Joel specialize in?

Joel's specialties include family wealth transfer. Joel works with multi-generational families.

### Is Joel Hussey registered with the SEC?

Yes. Joel Hussey is registered as an investment adviser representative in WA (CRD 5934821), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Truvista Advisors manage?

Truvista Advisors reports $65.1M across 133 accounts in assets under management.

### How do I contact Joel Hussey?

Through Joel's website, truvistaadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5934821): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://truvistaadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.