Advisor at TruNorth Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
TruNorth Financial Services, Inc.
Location
Chambersburg, PA 17201
Credentials
Series 65
Industry experience
3 years
Noah Eshenaur is a financial advisor at TruNorth Financial Services, Inc. with a Series 65 designation and three years of industry experience. Prior to joining TruNorth, he worked in various roles including positions at Shippensburg University and Tuscarora Intermediate Unit 11. TruNorth Financial Services provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm uses a conservative, diversified investment approach with portfolios constructed primarily of mutual funds and ETFs, supplemented by individual equities and fixed-income securities when appropriate.
Based on TruNorth Financial Services, Inc.
Based on TruNorth Financial Services, Inc.
Fixed financial planning and consulting fees ranging from $100 to $5,000
$0 - $999,999: 1.00% $1,000,000 - $2,000,000: 0.80% $2,000,000 - $4,000,000: 0.60% $4,000,000 - $7,000,000: 0.50% $7,000,000 - $20,000,000: 0.45% $20,000,000+: 0.35%
Up to $250 per hour for financial planning and consulting services
Minimum fee: One-time initial setup fee ranging from $250 to $500 (may be waived at discretion) Fee-only: Financial planning and consulting fees: fixed fees ranging from $100 to $5,000 or hourly fees up to $250 per hour
425 Phoenix Drive
Chambersburg, PA 17201
Pennsylvania
truNorth Financial Services Inc.
2021 - Present (5 years)
Tuscarora Intermediate Unit 11 (PA CareerLink)
2020 - 2020 (1 year)
Shippensburg University
2019 - 2020 (1 year)
Your Building Centers
2019 - 2019 (1 year)
Shippensburg University
2018 - 2022 (4 years)
Hidden Creek Campground
2016 - 2019 (3 years)
Montgomery Area School District
2005 - 2018 (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
CFP®, Series 65
Greencastle, PA
Cumberland Valley Financial Services Inc.
Series 65
Chambersburg, PA
TruNorth Financial Services, Inc.
Series 65
Chambersburg, PA
TruNorth Financial Services, Inc.
Series 63, Series 65
Shippensburg, PA
Mutual of Omaha Investor Services, Inc.
CFP®, Series 63
Ft Loudon, PA
Creative Financial Designs, Inc.
Series 63, Series 65
Shippensburg, PA
Mutual of Omaha Investor Services, Inc.
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