Paul Benson Marks
Investment adviser representative at Truewealth Advisors, LLC
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$547.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Fluera Holdings, LLCMay 2026 to now
- Cetera Wealth Services, LLCFeb 2025 to now
- Peep and Squeak Farms, LLCJul 2024 to now
- Truewealth Advisors, LLCFeb 2014 to now
- Concourse Financial Group Securities, Inc.Apr 2009 to Feb 2025
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2005
- Series 63 · Uniform Securities Agent State Law2007
State registrations
Registered as an investment adviser representative in 2 states (AL, TX).
Truewealth Advisors, LLC
$547.5MAssets managed
1,104Clients
14Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4948330
- Firm CRD
- 298838