Ellen Osthus is a CFP-designated registered investment advisor at Truman Wealth Advisors, based in St. Paul, MN, with 14 years of industry experience. Ellen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 87 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Truman Wealth Advisors charges an annual fee based on the value of your portfolio. The maximum annual advisory fee is 2.0%. The fee is calculated quarterly in advance. Fees are negotiable and may be waived or adjusted for any client. The investment advisory fees will be deducted from your account by the custodian.
Location
St. Paul, MN
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Truman Wealth Advisors
Previous Registrations
Equita Financial Network, INC.
Access Financial Services, INC.
Bgm Wealth Partners
Mcgladrey Wealth Management LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.