True North Financial Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$50,133,578
Clients
37
49% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
37
HighAverage account size
$1,354,962
About
True North Financial Advisors provides discretionary portfolio management and financial planning for individual and high-net-worth clients. The firm maintains a small client base and manages client assets internally rather than outsourcing to third‑party subadvisers.
The firm documents each client’s goals and risk tolerance in an investment policy statement and applies fundamental analysis and modern portfolio theory, with both long‑ and short‑term trading and periodic rebalancing. It implements custom model portfolios and tax‑management tools via the Altruist platform while retaining responsibility for suitability and discretionary decisions and conducting regular (quarterly) account reviews.
True North operates with a two‑advisor management team overseeing roughly $50 million in client assets, producing a relatively high assets‑per‑client profile compared with many peers. The firm discloses an institutional relationship with its custodian/platform and a separate family‑office advisory entity associated with firm management; it reports no receipt of soft‑dollar benefits and says it does not delegate investment management to outside advisers.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Tax-loss harvesting
Fee options
Financial planning fixed fees between $2,000 and $5,000
$0 - $500,000: 0.85% $500,001 - $1,000,000: 0.70% $1,000,001 - $2,000,000: 0.60% $2,000,001+: 0.50%
Account minimum: $500,000 (may be waived at sole discretion)
Main office location
True North Financial Advisors, LLC
3968 Brown Park Dr, Ste A
Hilliard OH 43026, United States
Number of offices
1
Most active in
True North Financial Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Ohio
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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