Truline Wealth Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Trueline Wealth Group provides discretionary investment management, financial planning, and retirement plan advisory services to a range of clients, including individuals, families, estates, trusts, retirement plans, corporations, government entities, and charitable organizations, under written investment advisory agreements. The firm also offers legacy position management and occasional educational seminars and uses written client questionnaires and review meetings to establish objectives and restrictions.
TWG implements portfolios mainly in equities, fixed income, mutual funds, and ETFs, and may allocate to alternatives when appropriate, using a mix of strategic and tactical asset-allocation, long-term holdings, and a proprietary quantitative optimization model. The firm implements third‑party model portfolios and SMA managers when used, provides rebalancing and trade execution on a discretionary basis, and integrates eMoney for consolidated reporting and Advyzon for administrative and performance reporting, with custody typically maintained at Charles Schwab.
Distinctive features in the brochure include TWG’s recent SEC registration in 2026 and a reported $170.6 million in regulatory assets under management—all managed on a discretionary basis with no reported non‑discretionary AUM. The firm’s relatively compact advisor group, explicit processes for managing or excluding legacy holdings from fee calculations, combined use of proprietary quantitative models plus third‑party models/SMA relationships, and its documented ERISA fiduciary and administrative plan services differentiate its operational profile from many peers.
Client services
Expertise
Occupation focus
Fee options
Fixed financial planning fees not to exceed $25,000
$0 - $500,000: 1.50% $500,000 - $4,000,000: 1.25% $4,000,000 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.75% $10,000,000+: 0.60%
$500 per hour
Minimum fee: Negotiated flat fee not to exceed $25,000 annually
Main office
34 Millbranch Rd., Suite 100 A
Hattiesburg MS 39402
Advisors at this office
3
Most active in
Louisiana · Mississippi · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Marc M
Series 66
Hattiesburg, MS
Truline Wealth Group, LLC
Marc Maddox is a financial advisor at Truline Wealth Group, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including ICOM Advisors, LLC and Valic Financial Advisors. Maddox also serves as Vice President of the employee Benefits Division at Maddox Benefits, LLC, where he is involved in the sale of insurance products. Truline Wealth Group provides discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base, implementing portfolios primarily through equities, fixed income, mutual funds, and ETFs. The firm uses a combination of proprietary quantitative models, third-party model portfolios, and strategic asset allocation, managing over $170 million in assets.
Bradley B
CFP®, Series 63, Series 65
Hattiesburg, MS
Truline Wealth Group, LLC
Bradley Bondurant is a CFP® with 13 years of industry experience, currently serving as an advisor at Truline Wealth Group, LLC. Prior to joining Truline in 2026, he worked at ICOM Advisors, LLC for 13 years. Outside of financial advising, he is president and a partner of White Glove, Inc., a janitorial service business. Truline Wealth Group provides discretionary investment management, financial planning, and retirement plan advisory services to a variety of clients, including individuals, families, estates, trusts, and institutional entities. The firm employs a combination of strategic and tactical asset allocation, proprietary quantitative models, and third-party portfolio management, serving clients through a streamlined advisor team and maintaining custody typically at Charles Schwab.
Erin W
Series 66
Hattiesburg, MS
Truline Wealth Group, LLC
Erin Willcutt is a financial advisor at Truline Wealth Group, LLC with six years of industry experience. Her prior roles include positions at ICOM Advisors, LLC and Hancock/Whitney Investment Services, Inc. Outside of financial advising, Willcutt is involved in two small businesses: she is president and owner of Mahogany Heights, LLC, which sells and manufactures handbags and accessories, and owner of Flagship Embroidery, LLC, providing embroidery services. Truline Wealth Group offers discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base. The firm employs a mix of strategic and tactical asset allocation, proprietary quantitative optimization, and third-party models to manage portfolios primarily composed of equities, fixed income, mutual funds, and ETFs.
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