True North Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm serves individual clients and employer-sponsored retirement plans, providing investment management, both ongoing and project-based financial planning, retirement plan consulting (acting as a 3(21) fiduciary), and educational seminars or speaking engagements. It operates as a fee-only, discretionary investment adviser and manages client accounts through third‑party custodial platforms and model portfolios.
The firm’s investment approach emphasizes asset allocation and modern portfolio theory, combining passive and active vehicles (stocks, bonds, mutual funds, and ETFs) and the use of outside managers when appropriate. It also subscribes to an institutional model marketplace to implement allocations and conducts periodic account reviews, generally on a quarterly basis.
Noteworthy for a single‑advisor independent firm, it offers pension consulting as a 3(21) fiduciary and runs public and organizational educational seminars—services that are relatively uncommon among peers. The firm reports approximately $17.16 million in discretionary assets under management across about 86 clients, and the founder discloses a small outside business in youth basketball instruction with a limited monthly time commitment.
Client services
Expertise
Occupation focus
Fee options
Project-Based Financial Planning fixed fees range from $100 to $1,500; Educational Seminars fees range from $0 to $1,000 per seminar.
$1 - $499,999: 1.25% $500,000 - $999,999: 1.00% $1,000,000 - $2,999,999: 0.75% $3,000,000+: 0.50%
$250 per hour for project-based financial planning.
Fee-only: Financial planning fees: Initial fee $500 to $5,000; Ongoing fixed fee $150 to $1,500 per month; Project-based fixed fee $100 to $1,500; Hourly rate $250/hour.
Main office
12703 Sr 32 Suite 100
Parker City IN 47368
Advisors at this office
1
Most active in
Indiana · Texas
Also doing business as
Grant Evans Wealth Management, LLC · True North Wealth
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
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