# Tucker Wealth Advisory

> Tucker Wealth Advisory is a state-registered investment advisory firm, registered since 2024, with no regulatory assets under management reported in its Form ADV filing dated March 10, 2026.

- CRD: 329354
- Filed as: TUCKER WEALTH ADVISORY
- Legal name: Tucker Wealth Advisory LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/329354
- AdvisorCensus page: https://advisorcensus.com/firm/tucker-wealth-advisory-329354

## Quick answers

**How is Tucker Wealth Advisory compensated?**
On its Form ADV (Item 5.E, October 2026), Tucker Wealth Advisory reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Tucker Wealth Advisory registered with the SEC or a state?**
Tucker Wealth Advisory is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 329354.

**Does Tucker Wealth Advisory report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/329354

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tucker Wealth Advisory (CRD 329354): Form ADV filing data as of October 2026.