Fee-only adviser · Columbia, MO
Truman Wealth Advisors
Truman Wealth Advisors is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Columbia, Missouri. On its latest Form ADV, filed March 27, 2026, it reports $106M in regulatory assets under management, 96 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 334752 · SEC file 801-132042 |
| Office | 411 N. College Avenue Suite 201 Columbia, MO 65201 |
| Phone | (573) 540-4788 |
| Website | www.trumanwealthadvisors.com |
| Regulatory assets under management | $106M ($103M discretionary) |
| Individual clients | 74 non-high-net-worth, 22 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 27, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Columbia
- Convergence Financial $904M
- Wilkerson Advisory Group LLC $327M
- Eagle Bluffs Wealth Management LLC $294M
- Clarity Financial $29M
- Trek Wealth Planning $24M
- Harrison Financial Planning $32M
See all 8 fee-only advisers in Columbia →
Nearby
- Jefferson City 1 firm
- Centralia 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Truman Wealth Advisors? Update this listing.