Truenorth Wealth fees and pricing
Financial planner in Salt Lake City, Utah. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 22, 2026, Truenorth Wealth charges $1,000 an hour and a flat or project fee of $1,000-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 22, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $1,000/hr
“The Firm does complete financial plans as part of the investment advisory fee, and the Firm does have the flexibility to offer financial plans for a set fee and perform financial consulting work on an hourly basis (maximum hourly rate is $1,000).”
- Flat or project fee
- $1,000-$5,000
“The charge for a financial plan typically ranges from $1,000-$5,000, but may be more or less, depending on the nature and complexity of each client’s circumstances.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Truenorth Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Annualized fees are billed on a pro-rata basis monthly in arrears based on the value of the account(s) on the last day of the month.”
- “Fees are negotiable and will be deducted from client account(s).”
- “In rare cases, our firm will agree to directly invoice.”
How Truenorth Wealth’s fees compare
- Its hourly rate of $1,000 is above the Utah median of $200. 100% of the 78 other Utah planners that publish an hourly rate charge less.
- 16 of the 16 other planners in Salt Lake City that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$5,000 spans the Utah median of $2,050. 65% of the 63 other Utah planners that publish a flat or project fee charge less.
- 5 of the 12 other planners in Salt Lake City that publish a flat or project fee charge less.
About Truenorth Wealth
- Principal: Martin A. Watkins
- Firm size: 19 employees.
- Founded: 2004 (22 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 843
- Employees
- 19
- Works with
- Individuals, high net worth individuals, charities, and other
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, newsletters and publications, and educational seminars and workshops
- Assets managed
- $1,265,596,116
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 142205
- Phone
- (801) 274-1820
Can advise clients in 10 states: Arizona, California, Colorado, Connecticut, Idaho, Nebraska, Oregon, Texas, Utah, Washington
Other planners in Salt Lake City that publish fees
- Abacus Investment AdvisorsSalt Lake City$100/hr
- Albion Financial GroupSalt Lake City$250-$500/hr, $2,500-$50,000
- Black Salt Advisors LLCSalt Lake City$250/hr, $250/mo
- Cottonwood Asset Management LLCSalt Lake City$125/hr
- Cottonwood Wealth Strategies, LLCSalt Lake City$20,000/yr
- Crewe AdvisorsSalt Lake City$6,000-$150,000
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.