A complete list of active advisors currently associated with TruNorth Financial LLC

Warmer can help you find a great advisor at TruNorth Financial LLC or one who fits your needs even better.

TruNorth Financial LLC provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, managing approximately $38.9 million for roughly 123 accounts. The firm’s investment recommendations typically focus on ETFs, mutual funds, fixed income, equities and insurance products (including annuities), and it states there is no account minimum for its services. The firm documents client goals, tax considerations and risk tolerance in individualized Investment Policy Statements and generally manages accounts on a discretionary basis, employing fundamental, quantitative and technical analysis with a long-term trading orientation. Clients receive quarterly custodian reports and the firm offers one-time written financial plans, with additional planning or reporting available for a fee. What is distinctive about the firm is that its principal holds CPA credentials and is also a licensed insurance agent with the New York State Department of Financial Services; the brochure discloses that insurance product sales are conducted outside the advisory role and may produce commissions, which the firm says it will disclose and periodically review. The firm also relies on Schwab Institutional for custody and institutional services, including access to Schwab-sponsored educational events and practice‑management resources, which the brochure highlights as part of its operational support.

To learn more about the advisors currently working at TruNorth Financial LLC, 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.