# Micah Wakefield

> Micah Wakefield is a fee-only financial advisor at TrueHaven Capital in Franklin, Tennessee. Micah focuses on family wealth transfer, founders (pre-exit) and estate & legacy planning. TrueHaven Capital reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/micah-wakefield/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** TrueHaven Capital
- **Based in:** Franklin, Tennessee
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees; Performance-based fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $62.3M across 89 accounts
- **Specialties:** Family wealth transfer, Founders (pre-exit), Estate & legacy planning, Tax planning
- **Works with:** Multi-generational families, Founders, Ultra high net worth
- **CRD:** 5644352 (https://adviserinfo.sec.gov/individual/summary/5644352)
- **SEC registration:** Investment adviser representative in PR, TN, TX
- **Exams passed:** Series 63 (2009), Series 65 (2014), Series 66 (2012)
- **Firm size:** 2 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.truehaven.net

## Frequently asked questions

### Is Micah Wakefield a fee-only financial advisor?

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

### How does Micah charge for financial advice?

Micah's firm, TrueHaven Capital, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Micah Wakefield based?

Micah Wakefield is based in Franklin, Tennessee.

### What does Micah specialize in?

Micah's specialties include family wealth transfer, founders (pre-exit), estate & legacy planning and tax planning. Micah works with multi-generational families, founders and ultra high net worth.

### Is Micah Wakefield registered with the SEC?

Yes. Micah Wakefield is registered as an investment adviser representative in PR, TN and TX (CRD 5644352), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does TrueHaven Capital manage?

TrueHaven Capital reports $62.3M across 89 accounts in assets under management.

### How do I contact Micah Wakefield?

Through Micah's website, www.truehaven.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5644352): 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
- The firm's website (https://www.truehaven.net/): specialties, clients served, and fees, checked October 30, 2026

---

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