True North Advisory, LLC fees and pricing
Financial planner in Bowie, Maryland. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, True North Advisory, LLC charges a flat or project fee of $500-$2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$2,500
“Fixed fees generally range from $500 to $2,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How True North Advisory, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are generally paid quarterly in arrears.”
- “Additional funds added to accounts will be billed on a prorated basis.”
- “The following table, marked with a check mark, provides the fees associated with your account.”
How True North Advisory, LLC’s fees compare
- Its flat or project fee of $500-$2,500 is below the Maryland median of $4,335. 18% of the 133 other Maryland planners that publish a flat or project fee charge less.
About True North Advisory, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2020 (6 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2.5% a year
- Clients
- 4
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $232,897
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 287639
- Phone
- (240) 643-5098
Can advise clients in 3 states: District of Columbia, Maryland, Virginia
Other planners in Bowie that publish fees
- Cook Wealth Management, LLCBowie$300/hr
- 1 North Wealth Services, LLCAnnapolis$400/hr, $3,200/yr
- Aaa Advisory LLCWalkersville$300/hr
- Accordant Advisory Group, Inc.Annapolis$500/hr
- Addax Bridge FinancialPotomac$250-$400/hr, $5,000-$6,000
- Adenry Wealth LLCColumbia$300/hr, $300
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.