TRUE NORTH FINANCIAL PLANNING, LLC

Overview

True North Financial Planning, LLC is a small, owner-operated independent registered investment adviser that serves individual and family clients with a focus on financial planning and portfolio management for individuals and small businesses. The firm charges hourly and fixed fees and supports client engagement with publications or newsletters. Their business model leans toward high-touch planning and advisory work rather than acting as a capital allocator or pension consultant. On the investment side, the firm relies heavily on public funds and mutual funds as the core of client portfolios while maintaining reported access to a range of alternative strategies — private equity, hedge funds and real estate — along with annuities. The adviser does not identify as an active ESG investor and operates primarily at a single-state level.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices