PlannerFees

True North Wealth Management, LLC fees and pricing

Financial planner in Mesa, Arizona. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 21, 2022, True North Wealth Management, LLC charges $100⁠-⁠$200 an hour and a flat or project fee of $500⁠-⁠$1,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 21, 2022. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$100⁠-⁠$200/hr
“Financial Planning fee is an hourly rate between $100.00 and $200.00 per hour, depending on complexity.”
Flat or project fee
$500⁠-⁠$1,500
“The fixed fee can range between $500 and $1,500 depending on complexity and needs of the client.”

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

How True North Wealth Management, LLC bills

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

  • “If a fixed fee program is chosen, half of the fee is due at the beginning of the process and the remainder is due upon completion of work, however, TNWM will not bill an amount above $500.00 more than 6 months in advance.”
  • “Fees for this service may be paid by electronic funds transfer or check.”
  • “The fee may be negotiable in certain cases and is due at the completion of the engagement.”

How True North Wealth Management, LLC’s fees compare

  • Its hourly rate of $100-$200 is below the Arizona median of $275. 4% of the 195 other Arizona planners that publish an hourly rate charge less.
  • 1 of the 10 other planners in Mesa that publish an hourly rate charge less.
  • Its flat or project fee of $500-$1,500 is below the Arizona median of $3,100. 9% of the 164 other Arizona planners that publish a flat or project fee charge less.
  • 2 of the 11 other planners in Mesa that publish a flat or project fee charge less.

About True North Wealth Management, LLC

“If the client wishes to engage TNWM on an hourly basis as needed we provide the option to participate in hourly financial planning engagements.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Darnell Grossi
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • 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
Employees
1
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed
$1,850,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
302020
Phone
(480) 766-3161

Other planners in Mesa that publish fees

Compare all 23 planners in Mesa

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