Truenorth Financial Planning

Overview

Truenorth Financial Planning is a small, independent registered investment adviser organized as a limited liability company that focuses on individuals and families, and on advisory relationships with small businesses. The firm’s client-facing model is planning-centered: it charges hourly and fixed fees rather than running a straight AUM fee business, and provides financial planning and discretionary portfolio management. Investment activity is equity-tilted — the firm favors exchange-traded equities as its primary allocation — but it also accesses a range of third-party alternative managers across hedge funds, real estate, commodities, digital currency and oil & gas. The firm does not present itself as an ESG-focused investor and operates from a single-state footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices