# Melinda McCubbin

> Melinda McCubbin is a fee-only financial advisor at Truman Wealth Advisors in Columbia, Missouri, who holds the ChFC and MBA credentials. Truman Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/melinda-mccubbin/
Built from public directory listings; last checked October 27, 2026.

## Facts

- **Firm:** Truman Wealth Advisors
- **Based in:** Columbia, Missouri
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $106.0M across 424 accounts
- **Credentials:** ChFC, MBA
- **CRD:** 6926049 (https://adviserinfo.sec.gov/individual/summary/6926049)
- **SEC registration:** Investment adviser representative in MO, TX
- **Exams passed:** Series 65 (2017)
- **Firm size:** 3 employees
- **Disclosures:** None reported

## Frequently asked questions

### Is Melinda McCubbin a fee-only financial advisor?

Yes. Melinda McCubbin is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Melinda's firm.

### How does Melinda McCubbin charge for financial advice?

Melinda's firm, Truman Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Melinda McCubbin based?

Melinda McCubbin is based in Columbia, Missouri.

### What credentials does Melinda McCubbin hold?

Melinda McCubbin holds the ChFC and MBA credentials.

### Is Melinda McCubbin registered with the SEC?

Yes. Melinda McCubbin is registered as an investment adviser representative in MO and TX (CRD 6926049), per SEC Investment Adviser Public Disclosure data as of October 27, 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 Melinda McCubbin?

Contact details aren't on file yet. Search for Truman Wealth Advisors.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/45999): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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