True North Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$23,534,323
Clients
99
7% high-net worth
Advisors
1
of 1 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
99
Very HighAverage account size
$237,720
About
The firm serves individual clients and employer-sponsored retirement plans, providing investment management, both ongoing and project-based financial planning, retirement plan consulting (acting as a 3(21) fiduciary), and educational seminars or speaking engagements. It operates as a fee-only, discretionary investment adviser and manages client accounts through third‑party custodial platforms and model portfolios.
The firm’s investment approach emphasizes asset allocation and modern portfolio theory, combining passive and active vehicles (stocks, bonds, mutual funds, and ETFs) and the use of outside managers when appropriate. It also subscribes to an institutional model marketplace to implement allocations and conducts periodic account reviews, generally on a quarterly basis.
Noteworthy for a single‑advisor independent firm, it offers pension consulting as a 3(21) fiduciary and runs public and organizational educational seminars—services that are relatively uncommon among peers. The firm reports approximately $17.16 million in discretionary assets under management across about 86 clients, and the founder discloses a small outside business in youth basketball instruction with a limited monthly time commitment.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Business sale tax planning
Business ownership considerations
Retirement plans for business owners (SEP, solo 401k)
Cash flow / budgeting
General estate planning guidance
Occupation focus
Founder/Business Owner
Fee options
Project-Based Financial Planning fixed fees range from $100 to $1,500; Educational Seminars fees range from $0 to $1,000 per seminar.
$1 - $499,999: 1.25% $500,000 - $999,999: 1.00% $1,000,000 - $2,999,999: 0.75% $3,000,000+: 0.50%
$250 per hour for project-based financial planning.
Fee-only: Financial planning fees: Initial fee $500 to $5,000; Ongoing fixed fee $150 to $1,500 per month; Project-based fixed fee $100 to $1,500; Hourly rate $250/hour.
Main office location
True North Wealth
12703 Sr 32 Suite 100
Parker City IN 47368, United States
Number of offices
1
Most active in
True North Wealth has reported serving >5 clients in these states in the last 12 months.
Indiana · Texas
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
Quick links
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