True North Wealth fees and pricing
Financial planner in Parker City, Indiana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 30, 2026, True North Wealth charges $250 an hour and a flat or project fee of $500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Our hourly rate is $250.”
- Flat or project fee
- $500-$5,000
“Ongoing Financial Planning TNW collects an initial fee, ranging from $500 to $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How True North Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is based on a percentage of assets under management and is negotiable.”
- “The fee schedule is graduated (blended), meaning each portion of the Client’s assets is billed at the rate applicable to that portion.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
How True North Wealth’s fees compare
- Its hourly rate of $250 matches the Indiana median of $250. 34% of the 119 other Indiana planners that publish an hourly rate charge less.
- Its flat or project fee of $500-$5,000 is below the Indiana median of $5,000. 26% of the 84 other Indiana planners that publish a flat or project fee charge less.
About True North Wealth
“We offer Investment Management Services, Wealth Management Services (which combine investment management with ongoing financial planning), stand-alone Financial Planning, Educational Seminars/Speaking Engagements, and Retirement Plan Consulting.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2020 (6 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Insurance analysis
- Cash flow and budgeting
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
- 1.25% a year
- Clients
- 106
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $30,255,010
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 333452
- Phone
- (765) 896-4480
Other planners in Indiana that publish fees
- Abound Wealth StrategiesIndianapolis$720-$25,000
- Above & Beyond Investments, LLCBloomington$250/hr, $250-$2,500
- Afp Group, LLCPlainfield$150/hr, $2,000
- Allstreet WealthWestfield$750/hr
- An Exceptional Life Financial, LLCIndianapolis$300/hr, $1,500-$6,000
- Apple Tree Asset Management, LLCFort Wayne$250/hr, $1,000-$5,000
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.