A complete list of active advisors currently associated with True North Advisory, LLC

Warmer can help you find a great advisor at True North Advisory, LLC or one who fits your needs even better.

True North Advisory is a small, independent registered investment adviser that serves individuals, trusts, corporations and retirement plans with investment management (via third‑party model platforms), comprehensive financial planning, retirement‑plan consulting and hourly engagements. The firm operates as a solo practitioner and typically charges percentage‑of‑AUM advisory fees while managing roughly $233,000 across four client relationships. The firm principally delivers non‑discretionary advice and portfolio oversight through platform programs (including AssetMark and SEI model solutions), assisting clients in selecting portfolio strategists and risk/return objectives while clients or designated third‑party managers retain trading authority. For retirement clients it provides fiduciary guidance on rollovers and plan consulting services such as IPS development, ongoing monitoring and participant education. Notable distinctions include the firm’s affiliation with insurance activities — its advisors are licensed to sell insurance and may receive commission compensation — and the fact that essentially all reported assets are non‑discretionary, which is uncommon among peers and affects how portfolios are implemented. The firm also discloses supervised use of artificial‑intelligence tools for real‑time note‑taking and research (with an opt‑out option), and it highlights potential conflicts of interest around rollovers and insurance sales that it says are managed under its fiduciary obligations.

To learn more about the advisors currently working at True North Advisory, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.