Maria Huerta is a CFP-designated registered investment advisor at Truman Wealth Advisors, based in Mount Juliette, TN, with 6 years of industry experience. Maria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, LGBTQ+, Retirement Planning, and 1 more. 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.
Contact
Maria Huerta
Location
Mount Juliette, TN
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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.
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Maria teaches an investment planning course at Kaplan Partner University. This requires minimal time and is not investment related.
Employment History
Current Registrations
Truman Wealth Advisors
Previous Registrations
Equita Financial Network, INC.
Coats Financial Planning
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.
Exams
Additional Information
Maria is also an instructor for Bellarmine's Executive Certificate in Financial Planning, helping current and future financial planners gain the knowledge to pass the CFP® exam. Maria was named “20 People to Know in Wealth Management and Financial Planning” by Louisville Business First in March of 2021. She is also a member of the Young Professionals Association of Louisville.