North Financial Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$41,725,091
Total clients
30
50% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
30
Average account size
$1,390,836
About
North Financial Advisors is a small, independent advisory firm that manages roughly $41.7 million for about 30 clients and serves individuals, charitable organizations, and businesses. The firm provides discretionary portfolio management alongside a continuum of planning services, including comprehensive financial planning, business planning, and short-format “mini” planning sessions.
The firm generally favors a passive investment approach, constructing diversified portfolios using low-cost index vehicles and, when appropriate, recommending third‑party money managers or custodial platforms to execute and monitor accounts. Its planning engagements are ongoing and implementation-focused, with regular reviews and the ability to tailor services and account restrictions to individual client circumstances.
What distinguishes the firm from many peers is its active public education role: the principal conducts seminars, public speaking engagements and workshops for organizations and the public, and also maintains outside activities as an author, teacher and coach. The firm also structures multi-year business-planning engagements and integrates planning into investment relationships for larger accounts, reflecting a practice that combines advisory, educational, and business-consulting work uncommon among solo independent advisers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Business exit / sale strategy
Tax strategies for small businesses
Occupation focus
Founder/Business Owner
Executive
Demographic focus
Established Professionals
Married/Couples/Partners
Fee options
Mini Financial Planning Sessions: $749 to $2,000 per session; Business Planning Services: $12,000 to $25,000 per year minimum fee; Comprehensive Financial Planning: minimum first-year fee $6,625 individuals, $10,500 couples; subsequent years $4,500 individuals, $6,000 couples
1.00% annually
$375 per hour, minimum charge $750
Main office location
North Financial Advisors
San Diego CA, United States
Number of offices
2
Most active in
North Financial Advisors has reported serving >5 clients in these states in the last 12 months.
California · District of Columbia · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")