Joel Hussey
Truvista Advisors · Redmond, Washington
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.
Request an introduction to Joel →
Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Truvista Advisors |
|---|---|
| Based in | Redmond, Washington |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $65.1M across 133 accounts |
| SEC registration | Investment adviser representative in WA · CRD 5934821 |
| Exams passed | Series 63 (2011) · Series 65 (2024) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | truvistaadvisors.com |
| Profile |
How Joel's firm compares
- Truvista Advisors's average account is about $490,000, from its Form ADV (assets managed divided by 133 accounts).
Request an introduction to Joel
Tell Joel a little about what you're looking for. Joel isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Joel
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.
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
- Truvista Advisors 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.
See something wrong? Request a correction. Read our methodology.