Advisor at True North Financial Planning, LLC
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
True North Financial Planning, LLC
Location
South Burlington, VT 05403
Credentials
Series 65
Industry experience
11 years
Based on True North Financial Planning, LLC
Based on True North Financial Planning, LLC
Fixed fees range from $500 to $10,000 depending on complexity (negotiable)
$325 per hour (negotiable)
Fee-only: Fixed fees from $500 to $10,000 depending on complexity; hourly fee $325 per hour (negotiable)
68 Randall Street, Suite #120
South Burlington, VT 05403
Vermont
True North Financial Planning, LLC
2014 - Present (12 years)
SELF
2013 - Present (13 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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.
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