Margaret Truitt
Cahaba Wealth Management · Nashville, Tennessee
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.
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Facts
| Firm | Cahaba Wealth Management |
|---|---|
| Based in | Nashville, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.06B across 888 accounts |
| SEC registration | Investment adviser representative in TN · CRD 7788238 |
| Exams passed | Series 65 (2023) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | www.cahabawealth.com |
How Margaret's firm compares
- Cahaba Wealth Management's average account is about $2.3 million, from its Form ADV (assets managed divided by 888 accounts).
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Questions about Margaret
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.
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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