trueNorth Wealth Advisors

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Client assets under management

$321,335,180

Clients

178

54% high-net worth

Advisors

of 7 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

Low

Average account size

$1,805,254

About

trueNorth Wealth Advisors provides financial planning and discretionary portfolio management primarily to individual and high‑net‑worth clients. The firm offers two service tracks—Wealth Advisory Services, which bundles financial planning and investment management, and Investment Advisory Services, which pairs ongoing management with on‑demand hourly planning—and charges percentage‑of‑AUM fees for its managed accounts.

The firm’s investment process centers on strategic asset allocation using a mix of broadly diversified passive and actively managed mutual funds and ETFs and is guided by client‑specific investment policy statements and fundamental analysis. trueNorth manages most assets on a discretionary basis, conducts periodic reviews, and also offers alternatives such as Schwab’s Institutional Investment Program and third‑party money managers through Schwab’s marketplace.

Several features distinguish trueNorth from many peers: the five‑advisor team includes professionals with advanced and nontraditional credentials (including a retired CPA and a doctoral‑level planner), the firm manages roughly $322 million for about 178 clients (a relatively high asset‑per‑client level for a small team), and its Wealth Advisory Services carries a $10,000 minimum while Investment Advisory clients can access hourly planning (up to $300/hour) or flat consulting engagements. The firm also discloses potential conflicts tied to recommending Schwab platforms and an automated IIP option (flat 0.50% fee) and retains a practice of having clients, rather than the adviser, receive and vote proxy materials.

Client services

Financial planning Portfolio management

Expertise

General retirement planning General tax planning College savings (529s, UTMA, etc.)

Demographic focus

Established Professionals Approaching retirement Values-based investing

Fee options

Fixed

Up to $7,500 flat fee per Financial Consulting engagement

Percentage

$0 - $2,000,000: 1.00% annually (Wealth Advisory Services) Over $2,000,000+: 0.50% annually (Wealth Advisory Services) $0 - $1,000,000: 0.80% annually (Investment Advisory Services) Over $1,000,000+: 0.50% annually (Investment Advisory Services)

Project-based

Up to $300 per hour for Hourly Planning and Financial Consulting

Other

Minimum fee: Minimum annual fee of $10,000 for Wealth Advisory Services clients Fee-only: Advisory fees based on assets under management; no commissions; fees separate from underlying fund and custodian fees

Main office location

trueNorth Wealth Advisors

1200 Fifth Avenue, Suite 1810

Seattle WA 98101, United States

Number of offices

Most active in

California · Oregon · Texas · Washington

Disclosures

Business activities & affiliations

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

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website (206-652-4314

Advisors at this firm

Charlotte L

CFP®

Seattle, WA

trueNorth Wealth Advisors

Charlotte Leon is a CFP® professional with two years of industry experience, currently serving as an advisor at trueNorth Wealth Advisors since 2019. Prior to joining trueNorth, she worked at Global Image Products and Eltana. trueNorth Wealth Advisors provides integrated financial planning and discretionary investment management to individuals, trusts, corporations, and estates. The firm employs a strategic asset allocation approach using diversified portfolios of passive and active mutual funds and ETFs, supported by fundamental analysis and customized Investment Policy Statements.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Established Professionals Approaching retirement Values-based investing

Karen O

CFP®, Series 65

Seattle, WA

trueNorth Wealth Advisors

Karen O'Brien is a CFP® with 24 years of experience in financial advisory services. She has been with trueNorth Wealth Advisors since 2001. trueNorth Wealth Advisors serves individuals, trusts, corporations, and estates by providing integrated financial planning and discretionary investment management. The firm utilizes both passive and active strategies with a focus on strategic asset allocation and offers access to third-party managers and automated institutional investment platforms.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Established Professionals Approaching retirement Values-based investing

Brooke T

Series 65

Seattle, WA

trueNorth Wealth Advisors

Brooke Trinh is a financial advisor at trueNorth Wealth Advisors in Seattle, WA, holding a Series 65 designation with 10 years of industry experience. She has been with trueNorth Wealth Advisors since 2013. trueNorth Wealth Advisors serves individuals, trusts, corporations, and estates by providing integrated financial planning and discretionary investment management across multiple advisory programs. The firm emphasizes strategic asset allocation and diversified portfolios using both passive and active funds, supported by fundamental analysis and tailored Investment Policy Statements.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Established Professionals Approaching retirement Values-based investing

Bradley A

CFP®, Series 63, Series 65

Seattle, WA

trueNorth Wealth Advisors

Bradley Allen is a CFP® professional with 24 years of experience in the financial services industry. He has been with Allison Spielman Advisors since 2009 and is currently part of the team at trueNorth Wealth Advisors in Seattle, WA. trueNorth Wealth Advisors serves individuals, trusts, corporations, and estates by providing integrated financial planning and discretionary investment management. The firm utilizes a strategic asset allocation approach with diversified portfolios, combining passive and active funds, and offers access to third-party managers and automated institutional platforms.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Established Professionals Approaching retirement Values-based investing

Joseph H

CFP®, Series 65

Seattle, WA

trueNorth Wealth Advisors

Joseph Hebert is a CFP® with 24 years of industry experience, currently serving at trueNorth Wealth Advisors in Seattle, WA. He has been with trueNorth Financial Services, LLC since 2002. trueNorth Wealth Advisors provides integrated financial planning and discretionary investment management for individuals, trusts, corporations, and estates. The firm employs a strategic asset allocation approach with diversified portfolios, combining passive and active funds, and offers access to third-party managers and automated institutional investment platforms.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Established Professionals Approaching retirement Values-based investing

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