Advisor at TruNorth Financial LLC
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Firm
TruNorth Financial LLC
Location
Newburgh, NY 12550
Credentials
Series 63, Series 65
Industry experience
7 years
Shawn Erickson is a financial advisor at TruNorth Financial LLC with seven years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Northwestern Mutual, Regeneron, and EY. TruNorth Financial LLC provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm manages approximately $38.9 million across about 123 accounts, focusing on ETFs, mutual funds, fixed income, equities, and insurance products, and employs a long-term trading approach supported by fundamental, quantitative, and technical analysis.
Based on TruNorth Financial LLC
Based on TruNorth Financial LLC
Fixed financial planning fees between $1,000 and $20,000
$0 - $100,000: 1.50% $100,001 - $500,000: 1.30% $500,001 - $800,000: 1.30% $800,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.05% $2,000,001 - $3,000,000: 0.95% $3,000,001 - $4,000,000: 0.89% $4,000,001 - $5,000,000: 0.79% $5,000,001 - $7,000,000: 0.69% $7,000,001+: 0.60%
$550/hour for financial planning services
Fee-only: Fixed fees between $1,000 and $20,000 for financial planning; Hourly fee $550/hour
1153 Union Ave
Newburgh, NY 12550
Louisiana · New York · North Carolina · Texas
TruNorth Financial LLC
2024 - Present (2 years)
Northwestern Mutual
2018 - 2024 (6 years)
Regeneron
2017 - 2018 (1 year)
Ey
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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.
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.
Series 63, Series 65
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