Truman Wealth Advisors
Columbia, Missouri
Truman Wealth Advisors at a glance
- One of 136 fee-only firms based in Missouri in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFP.
- Its Form ADV reports 3 employees and 96 individual clients, 22 of them high net worth.
- Its average account is about $250,000 (assets it manages divided by its 424 accounts).
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | Columbia, Missouri |
|---|---|
| Phone | (573) 227-2077 |
Questions about Truman Wealth Advisors
How is Truman Wealth Advisors paid?
Truman Wealth Advisors's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Truman Wealth Advisors have in the Wellspent public graph?
The Wellspent public graph lists 3 advisors at Truman Wealth Advisors, and 2 hold the CFP.
What is the average account at Truman Wealth Advisors?
Truman Wealth Advisors's average account is about $250,000. That's the assets on its Form ADV divided by its 424 accounts.
Truman Wealth Advisors fees
Truman Wealth Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $106 million |
| Individual clients | 74 |
| High-net-worth clients | 22 |
| Accounts managed | 424 |
| Employees | 3 |
| Planning clients | 0 |
| Registered with | The SEC (801-132042) |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 334752 |