Brian
Paulk
Truewealth Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Brian Paulk is a financial advisor who works out of Birmingham, Alabama, with a total of 2 years of relevant experience. Paulk currently works for Truewealth Advisors, LLC. During their career, the advisor has held roles at Concourse Financial Group Securities, Inc (Fka Proequities), (Dba) Benefit Planners, Inc, Benefit Planners Inc and Truewealth Advisors. Paulk holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Alabama. Truewealth Advisors, LLC is a registered investment company based out of Birmingham, AL. The investment advisory business has offices in nine locations and a total of 20 people on staff. It administers $307 million in assets among its 1,142 customer accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. The firm serves one charities and foundations. Of its 1,142 accounts, 28% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Truewealth Advisors, LLC performs a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial advisory services typically are based on the type of services offered. However, fee types billed by Truewealth Advisors, LLC likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Truewealth Advisors, LLC Brokerage Details
$306,522,968
20
1,142
$268,409
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Brian Paulk Work History
Brian has been registered as a financial advisor for 2 years.*
Truewealth Advisors
(Dba) Benefit Planners, Inc
Concourse Financial Group Securities, Inc (Fka Proequities)
Benefit Planners Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brian Paulk to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Truewealth Advisors, LLC
Birmingham, AL
Birmingham, AL
Huntsville, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Gulf Shores, AL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
