Truenorth Wealth & Impact, LLC

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Client assets under management

$435,126,182

Clients

395

39% high-net-worth

Advisors

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

132

Very High

Average account size

$1,101,585

About

TrueNorth Wealth & Impact, LLC provides investment and wealth management, financial planning, manager selection, and fiduciary and non‑fiduciary consulting to individuals (including high‑net‑worth clients), retirement plans, trusts, foundations, and businesses. The firm operates under written advisory agreements and delivers both discretionary and non‑discretionary portfolio management.

TWI emphasizes customized, risk‑adjusted, tax‑efficient asset allocation that blends active and passive strategies across equities, fixed income, ETFs, mutual funds and, where appropriate, alternatives, and it integrates ongoing financial‑planning analysis into portfolio oversight. The firm also conducts third‑party manager due diligence and places assets in unified managed account and mutual fund advisory programs (including programs available through Wells Fargo) and offers a bundled wrap‑fee program option.

Compared with many supported peers, TWI manages roughly $456 million across three advisors, representing a relatively large asset base per advisor, and the brochure discloses that the firm sponsors a wrap fee program and participates in TradePMR’s recently offered asset‑match promotion. The brochure also discloses receipt of third‑party economic benefits (for example, a potential one‑time payment from Charles Schwab for vendor services) and negotiated platform pricing with custodians, and it describes disclosed conflicts of interest and procedures the firm uses to address them.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Tax-loss harvesting Wealth management Private / alternative investments

Fee options

Fixed

Financial planning fees billed at fixed rates; no minimum fee stated.

Percentage

$0+: Up to 1.5% annually (maximum advisory fee for investment and portfolio management services) $0+: Up to 1.35% annually for Personalized Unified Managed Account Program through Wells Fargo Advisors $0+: Up to 1.25% annually for Fundsource Mutual Fund Advisory Program through Wells Fargo Advisors

Project-based

Hourly fees for financial planning and consulting generally up to $500 per hour.

Other

Account minimum: $1,000,000 Fee-only: Financial planning and consulting fees billed at fixed or hourly rates; hourly fees up to $500/hour; generally not to exceed $25,000 annually; no minimum fee required.

Main office location

Truenorth Wealth & Impact, LLC

4037 Gateway Drive

Joplin MO 64804, United States

Number of offices

Most active in

Arkansas · California · Florida · Iowa · Kansas · Louisiana · Missouri · Oklahoma · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 417-434-9400

Advisors at this firm

Troy S

CFP®, Series 63, Series 66

Joplin, MO

Truenorth Wealth & Impact, LLC

Troy Stovern is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Truenorth Wealth & Impact, LLC since 2022. Prior to this, he worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC from 2009 to 2022. Truenorth Wealth & Impact provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, foundations, and businesses. The firm employs a customized, risk-adjusted, tax-aware investment approach using a blend of active and passive strategies and conducts due diligence on third-party managers as part of its portfolio management.

Tax-loss harvesting Wealth management Private / alternative investments

Connor W

Series 65

Joplin, MO

Truenorth Wealth & Impact, LLC

Connor Williamson is a financial advisor at Truenorth Wealth & Impact, LLC, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Dankpack, Bryanston Country Club, Missouri Southern State University, Bastion Advisory, and St Stithians College. Truenorth Wealth & Impact provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, foundations, and businesses. The firm employs a customized, risk-adjusted, tax-aware investment approach using a combination of active and passive strategies across various asset classes and integrates third-party manager programs into its portfolio management.

Tax-loss harvesting Wealth management Private / alternative investments

Bryan V

CFP®, CFA®, Series 63, Series 65

Joplin, MO

Truenorth Wealth & Impact, LLC

Bryan Vowels is a CFP® and CFA® with 25 years of experience in the financial services industry. He has worked at Wells Fargo Advisors and Wells Fargo Clearing Services before joining Truenorth Wealth & Impact, LLC in 2022. Truenorth Wealth & Impact provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, foundations, and businesses. The firm emphasizes customized, risk-adjusted, tax-aware asset allocation using a combination of active and passive strategies and integrates third-party manager programs into its portfolio implementation.

Tax-loss harvesting Wealth management Private / alternative investments

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