# Truewealth Advisors, LLC

> Truewealth Advisors, LLC is an SEC-registered investment advisory firm in Hoover, AL, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 3, 2026.

- CRD: 298838
- Filed as: TRUEWEALTH ADVISORS, LLC
- Also doing business as: BENEFIT PLANNERS, INC., GRANT WEALTH MANAGEMENT, TRUEWEALTH ADVISORS OF HUNTSVILLE, LLC, WILLIAMSON FINANCIAL SERVICES
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Hoover, AL
- Filing period: October 2026
- Form ADV filing dated: August 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/298838
- AdvisorCensus page: https://advisorcensus.com/firm/truewealth-advisors-llc-hoover-al-298838

## Quick answers

**How is Truewealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Truewealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Truewealth Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated August 3, 2026 states: Flat fee: $500 to $10,000 (financial planning and consulting services); Hourly rate: $250 an hour (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Truewealth Advisors, LLC located?**
Truewealth Advisors, LLC's principal office is in Hoover, AL, according to its Form ADV; the September 2026 filing also lists 8 other offices (Schedule D, Section 1.F).

**Is Truewealth Advisors, LLC registered with the SEC or a state?**
Truewealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 298838.

**How much does Truewealth Advisors, LLC manage?**
Truewealth Advisors, LLC reports $547,498,774 in regulatory assets under management in its Form ADV filing dated August 3, 2026 (99% discretionary).

**How have Truewealth Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Truewealth Advisors, LLC: Regulatory assets under management: $148,211,617 in the October 2021 data and $547,498,774 in the October 2026 data, up 269%. Total employees: 19 in October 2021 and 21 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Truewealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (793); high net worth individuals (297); corporations or other businesses not listed above (12).

**Which custodians does Truewealth Advisors, LLC use?**
Truewealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Truewealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/298838

**Does Truewealth Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated August 3, 2026 says: "In general, we do not require a minimum dollar amount to open and maintain an advisory account."

**What changed in Truewealth Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $438,937,842 to $547,498,774 (+25%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 3, 2026)

- Account minimum: None

> In general, we do not require a minimum dollar amount to open and maintain an advisory account.

- Flat fee: $500 to $10,000 (financial planning and consulting services)

> Our fixed fees are negotiable and range between $500 and $10,000 depending on the scope and complexity of the services rendered.

- Hourly rate: $250 an hour (financial planning and consulting services)

> Our hourly fee is $250 and is payable as invoiced.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $547,498,774
- Discretionary: $543,075,170
- Non-discretionary: $4,423,604

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 793 | $177,232,471 |
| High net worth individuals | 297 | $363,715,423 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 2 | $540,442 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 12 | $6,010,438 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2018 (7 years)
- Employees: 21 total, 13 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, FL, GA, LA, MS, NC, NE, OK, SC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Florence, AL
- Greenville, AL
- Gulf Shores, AL
- Huntsville, AL
- Mobile, AL
- Montgomery, AL
- Trussville, AL
- Wetumpka, AL

### Websites listed on Form ADV (Item 1.I)
- truewealthllc.com
- Facebook @TWAdvisorsLLC.BHM
- Facebook @TrueWealth-Advisors-Montgomery
- LinkedIn @truewealth-advisors-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $148,211,617 | 19 | September 21, 2021 |
| October 2022 | $287,595,301 | 20 | August 25, 2022 |
| October 2023 | $306,522,968 | 20 | March 14, 2023 |
| October 2024 | $355,876,129 | 21 | September 17, 2024 |
| October 2025 | $438,937,842 | 21 | June 16, 2025 |
| October 2026 | $547,498,774 | 21 | August 3, 2026 |

Regulatory assets under management: $148,211,617 in the October 2021 data and $547,498,774 in the October 2026 data, up 269%.
Total employees: 19 in October 2021 and 21 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $438,937,842 to $547,498,774 (+25%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Truewealth Advisors, LLC (CRD 298838): Form ADV filing data as of October 2026.