Advisor at TrueWealth Advisors, LLC
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
TrueWealth Advisors, LLC
Location
Hoover, AL 35244
Credentials
Series 66
Industry experience
5 years
Warren Marshall IV is a financial advisor with TrueWealth Advisors, LLC and holds a Series 66 designation. He has five years of industry experience and has previously worked at firms including Cetera Wealth Services, LLC and Concourse Financial Group Securities Inc. He serves as chairman of the finance sub-committee for Young Life of Trussville, overseeing the organization’s income and expenses. TrueWealth Advisors serves individual clients, including high-net-worth individuals, and sponsors of employer retirement plans, offering portfolio management, financial planning, and ERISA fiduciary services. The firm utilizes strategic asset allocation with ETFs and mutual funds, provides ESG and faith-aligned investment options, and maintains relationships with third-party managers and custodians such as Charles Schwab.
Based on TrueWealth Advisors, LLC
Based on TrueWealth Advisors, LLC
Fixed fees negotiable, range from $500 to $10,000 depending on scope and complexity
$0 - $500,000: 1.30% $500,001 - $1,000,000: 1.15% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.70% $10,000,001+: 0.55%
Commission-based compensation for insurance products sold by licensed agents affiliated with the firm
$250 per hour
Subscription fee up to 0.70% annually for model portfolios on Orion platform, total advisory fee capped at 2% annually
Fee-only: Fixed fees negotiable, range from $500 to $10,000; hourly fee $250/hour
2000 Southlake Park, Suite 200
Hoover, AL 35244
Alabama
Cetera Wealth Services, LLC
2025 - 2025 (1 year)
Trueweatlh Advisors LLC
2024 - Present (2 years)
(dba) Ella Valley Wealth Advisors
2022 - 2024 (2 years)
Concourse Financial Group Securities Inc
2021 - 2025 (4 years)
(dba) Vision Financial Group
2021 - 2022 (1 year)
Mass Mutual Investors Services
2021 - 2021 (1 year)
MassMutual Life Insurance
2020 - 2021 (1 year)
Roger Rice/Independent Contractor
2018 - 2019 (1 year)
Auburn University
2017 - 2020 (3 years)
Best Tire and Auto
2017 - 2017 (1 year)
Southern Union University
2015 - 2018 (3 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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.
CFP®, Series 63, Series 65
Hoover, AL
Plimsoll Financial Planning, LLC
CFP®, Series 63, Series 65
Birmingham, AL
DMC Wealth Management, LLC
Series 66
Birmingham, AL
Sutton Financial Group
CFP®
Vestavia Hills, AL
Four10 Planning
Hello! I am Rebecca Yerby, CFP® and the founder of four10 planning. I reside in Birmingham, AL with my husband, two sons, and two dogs. I work with clients both locally and virtually and strive to build deep meaningful relationships with my clients. In April of 2023, I launched four10 planning to serve mission-driven millennials and their families and help them achieve their financial goals. My goal is to help clients build solid financial foundations to give them the freedom to live generously by giving of their time, talents, and resources back to their communities. Financial services has often underserved millennials and their families, and I am looking to change that. Through advice-only, comprehensive financial planning and financial education, we strive to help our clients feel confident in their financial lives so they can focus on all of the other things that are important to them. When I'm not working with clients or spending time with family, you can find me actively involved in my church and local community.
Series 63, Series 65
Birmingham, AL
Anderson Asset Management
CFP®, Series 63
Birmingham, AL
Wesban Financial Consultants, P.C.
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