Advisor at Truesdell Wealth, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Truesdell Wealth, Inc.
Location
Ocala, FL 34482
Credentials
ChFC®, Series 65
Industry experience
28 years
Paul Truesdell is a ChFC® credentialed financial advisor with 28 years of industry experience. He is the sole advisor at Truesdell Wealth, Inc., where he has worked since 2013, and he also serves as president and sole shareholder of Truesdell Consulting, Inc., which engages in insurance and securities litigation as well as broadcast journalism on a limited basis. Truesdell Wealth, Inc. is a registered investment adviser managing discretionary portfolios primarily for individuals aged 55 and older or near retirement. The firm employs a process-driven investment approach combining quantitative and qualitative analysis and offers time-billed investment advice alongside separately managed accounts.
Based on Truesdell Wealth, Inc.
Investment Advice billed on a per quarter-hour basis; hourly rates vary by Investment Advisor Representative classification and are listed in the TW Unified Management Agreement; Administrative Assistance billed on a per quarter-hour basis with rates also listed in the Agreement.
Account minimum: $250,000 Minimum fee: Monthly fixed fees: Individual Portfolio $30/month, Investment Management $300/month, Wealth Management $700/month
200 N.W. 52 Nd Ave.
Ocala, FL 34482
Florida · Indiana · Iowa · Massachusetts · Michigan · Minnesota · New York · Ohio
Truesdell Wealth, Inc.
2013 - Present (13 years)
Truesdell Consulting, Inc.
1992 - Present (34 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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