Brian Heath Paulk
Investment adviser representative at Truewealth Advisors, LLC
13 yearsExperience
1 stateRegistered in
$547.5MFirm assets
7 yearsFirm in business
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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
13 years in the industry.
- Cetera Wealth Services, LLCFeb 2025 to now
- Truewealth Advisors, LLCJan 2021 to now
- (dba) Benefit Planners, Inc.Aug 2015 to now
- Concourse Financial Group Securities, Inc. (fka Proequities)Aug 2013 to Feb 2025
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (AL).
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
- 6137327
- Firm CRD
- 298838