A complete list of active advisors currently associated with trueNorth Wealth Advisors
Warmer can help you find a great advisor at trueNorth Wealth Advisors or one who fits your needs even better.
trueNorth Wealth Advisors provides financial planning and discretionary portfolio management primarily to individual and high‑net‑worth clients. The firm offers two service tracks—Wealth Advisory Services, which bundles financial planning and investment management, and Investment Advisory Services, which pairs ongoing management with on‑demand hourly planning—and charges percentage‑of‑AUM fees for its managed accounts. The firm’s investment process centers on strategic asset allocation using a mix of broadly diversified passive and actively managed mutual funds and ETFs and is guided by client‑specific investment policy statements and fundamental analysis. trueNorth manages most assets on a discretionary basis, conducts periodic reviews, and also offers alternatives such as Schwab’s Institutional Investment Program and third‑party money managers through Schwab’s marketplace. Several features distinguish trueNorth from many peers: the five‑advisor team includes professionals with advanced and nontraditional credentials (including a retired CPA and a doctoral‑level planner), the firm manages roughly $322 million for about 178 clients (a relatively high asset‑per‑client level for a small team), and its Wealth Advisory Services carries a $10,000 minimum while Investment Advisory clients can access hourly planning (up to $300/hour) or flat consulting engagements. The firm also discloses potential conflicts tied to recommending Schwab platforms and an automated IIP option (flat 0.50% fee) and retains a practice of having clients, rather than the adviser, receive and vote proxy materials.
To learn more about the advisors currently working at trueNorth Wealth Advisors, 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.
Name |
Location |
Years of experience |
|---|---|---|
Seattle, WA
| 24
| |
Seattle, WA
| 24
| |
Seattle, WA
| 2
| |
Seattle, WA
| 24
| |
Seattle, WA
| 10
|
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