True North Financial Planning, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$325/hr

“Hourly fee services are offered based on an hourly fee of $325 per hour.”

Flat or project fee

$500⁠-⁠$10,000

“Fixed fee services are offered from $500 to $10,000 depending on the complexity of the engagement.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How True North Financial Planning, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Clients may terminate the agreement for services without penalty for a full refund of True North’s fees within five business days of signing the agreement.”
• “Fees for financial plans are billed upon execution of the Agreement.”
• “Payment of Fees Financial Planning and Portfolio Management fees are paid via check, or electronically; electronic payments require Clients to initiate payment.”

How True North Financial Planning, LLC’s fees compare

• Its hourly rate of $325 is above the Vermont median of $300. 64% of the 14 other Vermont planners that publish an hourly rate charge less.
• 3 of the 3 other planners in South Burlington that publish an hourly rate charge less.
• Its flat or project fee of $500-$10,000 spans the Vermont median of $4,375. 70% of the 10 other Vermont planners that publish a flat or project fee charge less.

About True North Financial Planning, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2014 (12 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% a year

Clients

13

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and newsletters and publications

Assets managed

$5,460,911

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

170555

Website

truenorthfinancialplanning.com (opens in new tab)

Phone

(802) 373-2591

Other planners in South Burlington that publish fees

• Pathway Financial Advisors, LLCSouth Burlington$195⁠-⁠$300/hr
• Pochop Financial Management, Inc.South Burlington$100/hr
• Poulos Advisors, Inc.South Burlington$150⁠-⁠$300/hr, $500⁠-⁠$20,000
• Antoine Williams & Associates Wealth Management, LLCShelburne$500/hr, $5,000
• Blue Slate Investment ManagementBurlington$250/hr
• Copper Leaf Financial, LLCWilliston$250/hr

Compare all 9 planners in South Burlington