Truesdell Wealth, Inc.

Truesdell Wealth, Inc. (CRD# 167112) is a financial advisory firm headquartered in Ocala, FL. They manage $7,270,923 in 65 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
200 N.w. 52nd Ave., Ocala, FL 34482
http://www.fixedcostfinancial.com
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $111,860
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IA, IN, MA, MI, MN, NY, OH

Financial Advisors at Truesdell Wealth, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Paul Truesdell, financial advisor Ocala FL
Paul G. Truesdell
CRD#: 1564086
200 N.w. 52nd Ave., Ocala, FL 34482

Paul Truesdell (CRD# 1564086) is an Investment Advisor Representative working at Truesdell Wealth, Inc. in Ocala, FL and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals