Maria T. Hernandez Huerta

TRUMAN WEALTH ADVISORS

MOUNT JULIETTE, TN

CRD#: 6962299

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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.

Core Areas of Focus

College/Education Planning

Fixed Fee (Subscription

Retainer

etc.)

Investment Advice with Ongoing Management

LGBT Couples and Families

Retirement Plan Investment Advice

Tax Planning

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

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maria Teresa Hernandez Huerta's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2021

Experience

Current

April 2, 2025 - Present

TRUMAN WEALTH ADVISORS

Office #2: 1007 15th Ave. South, Nashville, TN 37212

RIA

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".

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/12/2019

Uniform Investment Adviser Law Examination

Current Firm

TRUMAN WEALTH ADVISORS

TRUMAN WEALTH ADVISORS | TRUMAN WEALTH ADVISORS LLC

CRD#: 334752 / SEC#: 801-132042

RIA

Registered Investment Advisory firm - (2/26/2025 Approved)

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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

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (4/21/2025)

Regulatory assets under management

Total Number of Accounts	400
AUM (Assets Under Management)	$ 142,124,516

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Maria T. Hernandez Huerta

Professional summary

Core Areas of Focus

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maria Teresa Hernandez Huerta's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUMAN WEALTH ADVISORS

EQUITA FINANCIAL NETWORK, INC.

COATS FINANCIAL PLANNING

Primary Firm SEC Registration

TRUMAN WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 8/12/2019

Current Firm

TRUMAN WEALTH ADVISORS

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRUMAN WEALTH ADVISORS

TRUST BUT VERIFY

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