Melinda McCubbin
Truman Wealth Advisors · Columbia, Missouri
Melinda McCubbin is a fee-only financial advisor at Truman Wealth Advisors in Columbia, Missouri, who holds the ChFC and MBA credentials.
- $106M
- Firm assets managed
- $250,000
- Firm's average account
- 2017
- First securities exam
How does Melinda's firm compare?
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Truman Wealth Advisors's average account is about $250,000, from its Form ADV (assets managed divided by 424 accounts).
Questions about Melinda
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Truman Wealth Advisors |
|---|---|
| Based in | Columbia, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $106.0M across 424 accounts |
| Credentials | ChFC · MBA |
| SEC registration | Investment adviser representative in MO, TX · CRD 6926049 |
| Exams passed | Series 65 (2017) |
| Firm size | 3 employees |
| Disclosures | None reported |
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Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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