True North Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
True North Financial Advisors provides discretionary portfolio management and financial planning for individual and high-net-worth clients. The firm maintains a small client base and manages client assets internally rather than outsourcing to third‑party subadvisers.
The firm documents each client’s goals and risk tolerance in an investment policy statement and applies fundamental analysis and modern portfolio theory, with both long‑ and short‑term trading and periodic rebalancing. It implements custom model portfolios and tax‑management tools via the Altruist platform while retaining responsibility for suitability and discretionary decisions and conducting regular (quarterly) account reviews.
True North operates with a two‑advisor management team overseeing roughly $50 million in client assets, producing a relatively high assets‑per‑client profile compared with many peers. The firm discloses an institutional relationship with its custodian/platform and a separate family‑office advisory entity associated with firm management; it reports no receipt of soft‑dollar benefits and says it does not delegate investment management to outside advisers.
Client services
Expertise
Fee options
Financial planning fixed fees between $2,000 and $5,000
$0 - $500,000: 0.85% $500,001 - $1,000,000: 0.70% $1,000,001 - $2,000,000: 0.60% $2,000,001+: 0.50%
Account minimum: $500,000 (may be waived at sole discretion)
Main office
See office3968 Brown Park Dr, Ste A
Hilliard OH 43026
Advisors at this office
1
Offices (2)
Most active in
Ohio
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
Advisors at this firm
Michael S
CFP®
Hilliard, OH
True North Financial Advisors, LLC
Michael Stoner is a CFP® professional with eight years of experience at True North Financial Advisors, LLC and over 20 years running Stoner Professional Services, a consulting business serving a small family office with advice on accounting, business, legal, insurance, and tax matters. He is president of Stoner Professional Services, which provides noncustodial investment advice and oversight for private business holdings. True North Financial Advisors provides discretionary portfolio management and financial planning for individual and high-net-worth clients, managing assets internally through custom model portfolios and applying fundamental analysis and modern portfolio theory. The firm maintains a small client base and conducts regular account reviews with a two-advisor team overseeing approximately $50 million in client assets.
Conner M
Hilliard, OH
True North Financial Advisors, LLC
Conner Mc Clure is a financial advisor at True North Financial Advisors, LLC with four years of industry experience. His prior work includes roles at MML Investors Services, Mass Mutual Life Insurance Company, Skylight Financial Group, Expansion Group, Roost Enterprises, Prime Social Group, and Traxler Printing. True North Financial Advisors provides discretionary portfolio management and financial planning for individual and high-net-worth clients, managing client assets internally with a focus on customized model portfolios, tax management, and regular account reviews.
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