North Financial Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
North Financial Advisors is a small, independent advisory firm that manages roughly $41.7 million for about 30 clients and serves individuals, charitable organizations, and businesses. The firm provides discretionary portfolio management alongside a continuum of planning services, including comprehensive financial planning, business planning, and short-format “mini” planning sessions.
The firm generally favors a passive investment approach, constructing diversified portfolios using low-cost index vehicles and, when appropriate, recommending third‑party money managers or custodial platforms to execute and monitor accounts. Its planning engagements are ongoing and implementation-focused, with regular reviews and the ability to tailor services and account restrictions to individual client circumstances.
What distinguishes the firm from many peers is its active public education role: the principal conducts seminars, public speaking engagements and workshops for organizations and the public, and also maintains outside activities as an author, teacher and coach. The firm also structures multi-year business-planning engagements and integrates planning into investment relationships for larger accounts, reflecting a practice that combines advisory, educational, and business-consulting work uncommon among solo independent advisers.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Mini Financial Planning Sessions: $749 to $2,000 per session; Business Planning Services: $12,000 to $25,000 per year minimum fee; Comprehensive Financial Planning: minimum first-year fee $6,625 individuals, $10,500 couples; subsequent years $4,500 individuals, $6,000 couples
1.00% annually
$375 per hour, minimum charge $750
Main office
9920 Pacific Heights Blvd, Suite 150 Pmb 4859
San Diego CA 92116
Advisors at this office
1
Most active in
California · District of Columbia · Virginia
Also doing business as
North Financial Advisors · North Financial Advisors, LLC
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.
Forms ADV
Quick links
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