Maria Hernandez Huerta
Truman Wealth Advisors · Mount Juliette, Tennessee
Maria Hernandez Huerta is a fee-only financial advisor at Truman Wealth Advisors in Mount Juliette, Tennessee, who holds the CFP credential. Truman Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Truman Wealth Advisors |
|---|---|
| Based in | Mount Juliette, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $106.0M across 424 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TN, TX · CRD 6962299 |
| Exams passed | Series 65 (2019) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.trumanwealthadvisors.com |
How Maria's firm compares
- Truman Wealth Advisors's average account is about $250,000, from its Form ADV (assets managed divided by 424 accounts).
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Questions about Maria
Is Maria Hernandez Huerta a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Maria holds no broker registration, and Truman Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Maria charge for financial advice?
Maria's firm, Truman Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Maria Hernandez Huerta based?
Maria Hernandez Huerta is based in Mount Juliette, Tennessee.
What credentials does Maria Hernandez Huerta hold?
Maria Hernandez Huerta holds the CFP credential.
Is Maria Hernandez Huerta registered with the SEC?
Yes. Maria Hernandez Huerta is registered as an investment adviser representative in TN and TX (CRD 6962299), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Truman Wealth Advisors manage?
Truman Wealth Advisors reports $106.0M across 424 accounts in assets under management.
How do I contact Maria Hernandez Huerta?
Through Maria's website, www.trumanwealthadvisors.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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