Gary
Ely
Truewealth Advisors, LLC
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About this Advisor
Gary Ely is a certified financial planner based in Huntsville, Alabama with a total of 2 years of relevant experience. Ely works at Truewealth Advisors, LLC. During their career, Ely has held roles at Compass Bank, Bbva Compass Investment Solutions, Inc, Bbva Compass Wealth Solutions Inc, Concourse Financial Group Securities Inc, (Dba) Legacy Planning and (Dba) Truewealth Advisors. Ely holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Alabama. Truewealth Advisors, LLC is an advisory business based out of Birmingham, AL. The firm has offices in nine locations and a total of 20 people on staff. It handles $307 million in assets under management among its 1,142 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. The firm provides services to one charities and foundations. Of its 1,142 client accounts, 28% are associated with high-net-worth investors who have at least $1 million in investable assets. The business performs a broad set 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 charged by financial advisors typically vary depending on which services are provided. However, fee types billed by Truewealth Advisors, LLC most likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Gary Ely Work History
Gary has been registered as a financial advisor for 2 years.*
(Dba) Truewealth Advisors
Concourse Financial Group Securities Inc
(Dba) Legacy Planning
Compass Bank
Bbva Compass Investment Solutions, Inc
Bbva Compass Wealth Solutions 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 Gary Ely 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
Huntsville, AL
Birmingham, 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.
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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.
