# Margaret Truitt

> Margaret Truitt is a fee-only financial advisor at Cahaba Wealth Management in Nashville, Tennessee. Cahaba Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/margaret-truitt/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Cahaba Wealth Management
- **Based in:** Nashville, Tennessee
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $2.06B across 888 accounts
- **CRD:** 7788238 (https://adviserinfo.sec.gov/individual/summary/7788238)
- **SEC registration:** Investment adviser representative in TN
- **Exams passed:** Series 65 (2023)
- **Firm size:** 23 employees
- **Disclosures:** None reported
- **Website:** http://www.cahabawealth.com

## Frequently asked questions

### Is Margaret Truitt a fee-only financial advisor?

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

### How does Margaret charge for financial advice?

Margaret's firm, Cahaba Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Margaret Truitt based?

Margaret Truitt is based in Nashville, Tennessee.

### Is Margaret Truitt registered with the SEC?

Yes. Margaret Truitt is registered as an investment adviser representative in TN (CRD 7788238), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Cahaba Wealth Management manage?

Cahaba Wealth Management reports $2.06B across 888 accounts in assets under management.

### How do I contact Margaret Truitt?

Through Margaret's website, www.cahabawealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7788238): 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

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