Maria T. Hernandez Huerta
TRUMAN WEALTH ADVISORS
MOUNT JULIETTE, TN
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CRD#: 6962299
Professional summary
Maria Teresa Hernandez Huerta, CFP®, who also goes by Maria T Hernandez, Maria Teresa Hernandez, is a registered financial advisor currently at TRUMAN WEALTH ADVISORS located in Mount Juliette, Tennessee.
Maria is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Maria has worked at 3 firms and has passed the Series 65 exam.
Biography
Maria is also an instructor for Bellarmine's Executive Certificate in Financial Planning, helping current and future financial planners gain the knowledge to pass the CFP® exam. Maria was named “20 People to Know in Wealth Management and Financial Planning” by Louisville Business First in March of 2021. She is also a member of the Young Professionals Association of Louisville.
Maria resides in Louisville and enjoys baking, biking, and reading in her free time.
Question & Answer
What are your service offerings?
Socially Responsible Investing
Investment Planning
Tax Planning
Retirement Income Management
Education Planning
Comprehensive Financial Planni...
Retirement Planning
Social Security Planning
Budgeting
Estate Planning
Do you have an area of expertise or specialization?
College/Education Planning
Fixed Fee (Subscription, Retai...
Investment Advice with Ongoing...
LGBT Couples and Families
Retirement Plan Investment Adv...
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
Maria T Hernandez | Maria Teresa Hernandez
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Kaplan Partner University (Kaplan North America, LLC) at Bellarmine University, Louisville, KY, Start Date: 09/2021; Title: Part Time Employee; Duties: Teach an Investment Planning course; 0 Hours During Securities Trading ; 5 Hours outside of securities trading: ; Investment related: no.
CRS (Client Relationship Summary) - RIA
Click below to view Maria Teresa Hernandez Huerta's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2021
Experience
Current
April 2, 2025 - Present
TRUMAN WEALTH ADVISORS
Office #2: 1007 15th Ave. South, Nashville, TN 37212RIA
CRD#: 334752
MOUNT JULIETTE, TN
Past
May 2, 2022 - April 4, 2025
EQUITA FINANCIAL NETWORK, INC.
RIA
CRD#: 277031
Mt. Juliet, TN
Past
August 12, 2019 - April 15, 2022
COATS FINANCIAL PLANNING
RIA
CRD#: 122135
LOUISVILLE, KY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TW
TRUMAN WEALTH ADVISORS
TRUMAN WEALTH ADVISORS | TRUMAN WEALTH ADVISORS LLC
CRD#: 334752 / SEC#: 801-132042
RIA
Registered Investment Advisory firm - (2/26/2025 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Tennessee(4/2/2025)
IAR
Texas(4/2/2025)
Current Firm
TW
TRUMAN WEALTH ADVISORS
TRUMAN WEALTH ADVISORS | TRUMAN WEALTH ADVISORS LLC
CRD#: 334752 / SEC#: 801-132042
RIA
Registered Investment Advisory firm - (2/26/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
411 N. College Avenue Suite 201, Columbia, MO 65201
Mailing Address
Phone number
(573) 227-2077
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 400 |
| AUM (Assets Under Management) | $ 142,124,516 |
Red Flags
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