Truenorth Wealth & Impact, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$456,158,781
Total clients
395
39% high-net worth
Total advisors
3
of 5 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
132
Average account size
$1,154,832
About
TrueNorth Wealth & Impact, LLC provides investment and wealth management, financial planning, manager selection, and fiduciary and non‑fiduciary consulting to individuals (including high‑net‑worth clients), retirement plans, trusts, foundations, and businesses. The firm operates under written advisory agreements and delivers both discretionary and non‑discretionary portfolio management.
TWI emphasizes customized, risk‑adjusted, tax‑efficient asset allocation that blends active and passive strategies across equities, fixed income, ETFs, mutual funds and, where appropriate, alternatives, and it integrates ongoing financial‑planning analysis into portfolio oversight. The firm also conducts third‑party manager due diligence and places assets in unified managed account and mutual fund advisory programs (including programs available through Wells Fargo) and offers a bundled wrap‑fee program option.
Compared with many supported peers, TWI manages roughly $456 million across three advisors, representing a relatively large asset base per advisor, and the brochure discloses that the firm sponsors a wrap fee program and participates in TradePMR’s recently offered asset‑match promotion. The brochure also discloses receipt of third‑party economic benefits (for example, a potential one‑time payment from Charles Schwab for vendor services) and negotiated platform pricing with custodians, and it describes disclosed conflicts of interest and procedures the firm uses to address them.
Client services
Expertise
Fee options
Financial planning fees billed at fixed rates; no minimum fee stated.
$0+: Up to 1.5% annually (maximum advisory fee for investment and portfolio management services) $0+: Up to 1.35% annually for Personalized Unified Managed Account Program through Wells Fargo Advisors $0+: Up to 1.25% annually for Fundsource Mutual Fund Advisory Program through Wells Fargo Advisors
Hourly fees for financial planning and consulting generally up to $500 per hour.
Account minimum: $1,000,000 Fee-only: Financial planning and consulting fees billed at fixed or hourly rates; hourly fees up to $500/hour; generally not to exceed $25,000 annually; no minimum fee required.
Main office location
Truenorth Wealth & Impact, LLC
4037 Gateway Drive
Joplin MO 64804, United States
Number of offices
1
Most active in
Arkansas · California · Florida · Iowa · Kansas · Louisiana · Missouri · Oklahoma · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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