Truenorth Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
TrueNorth Financial Planning provides discretionary investment management, comprehensive financial planning, and business consulting to a small roster of clients that includes high‑net‑worth individuals, trusts, estates, charitable organizations, and corporations. The firm reports managing about $8.96 million across 12 client relationships and also accepts standalone planning or consulting engagements.
The adviser employs custom, discretionary portfolios driven by a tactical allocation strategy intended to reduce risk and enhance performance, and it uses a broad toolkit that can include exchange‑listed securities, ETFs, options, warrants, fixed income, and, at a client’s request, margin. TrueNorth also offers cryptocurrency consultation limited to legacy positions — it will advise on existing digital assets but will not recommend new crypto investments or directly manage digital wallets.
Compared with many single‑advisor independents, TrueNorth is notable for providing portfolio management to institutional clients in addition to HNW individuals, and for not targeting non‑high‑net‑worth retail clients, which results in a small number of relatively large client relationships. The firm recently added Business Consulting as a formal complement to its financial planning services and documents its custodian and trading practices (including a recommended custodian) in its disclosure materials.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed investment management fees up to $100,000 annually; Retainer fees for financial planning/business consulting up to $5,000 per year
$249 per hour
Retainer fees up to $5,000 per year billed quarterly in arrears
Fee-only: Hourly fee at $249/hour
Main office
Northborough MA
Advisors at this office
1
Most active in
Massachusetts · New York · Texas
Also doing business as
Truenorth Financial Planning · Truenorth Financial Planning, 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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