Micah Wakefield
TrueHaven Capital · Franklin, Tennessee
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.
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Specialties
Who they serve
- Multi-generational families
- Founders
- Ultra high net worth
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 |
| Assets under management | $62.3M across 89 accounts |
| SEC registration | Investment adviser representative in PR, TN, TX · CRD 5644352 |
| Exams passed | Series 63 (2009) · Series 65 (2014) · Series 66 (2012) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.truehaven.net |
| Profile |
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Questions about Micah
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.
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
- TrueHaven Capital website : specialties, clients served, and fees, checked October 30, 2026
- 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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