Justin Truell
Truell Financial · Ellettsville, Indiana
Justin Truell is a fee-only financial advisor at Truell Financial in Ellettsville, Indiana. Truell Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Truell Financial |
|---|---|
| Based in | Ellettsville, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.2M across 4 accounts |
| SEC registration | Investment adviser representative in IN · CRD 7694220 |
| Exams passed | Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Justin's firm compares
- Truell Financial's average account is about $306,000, from its Form ADV (assets managed divided by 4 accounts).
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Questions about Justin
Is Justin Truell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Justin holds no broker registration, and Truell Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Justin charge for financial advice?
Justin's firm, Truell Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Justin Truell based?
Justin Truell is based in Ellettsville, Indiana.
Is Justin Truell registered with the SEC?
Yes. Justin Truell is registered as an investment adviser representative in IN (CRD 7694220), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Truell Financial manage?
Truell Financial reports $1.2M across 4 accounts in assets under management.
How do I contact Justin Truell?
Contact details aren't on file yet. Search for Truell Financial.
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
- 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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