Truenorth Wealth Advisors fees and pricing
Financial planner in Seattle, Washington. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 18, 2026, Truenorth Wealth Advisors charges an annual fee of $10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $10,000/yr
“Client engaging trueNorth for WAS are subject to a minimum Advisory Fee of $10,000 per year.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Truenorth Wealth Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Client utilizing the Hourly Planning will receive an itemized invoice for the services rendered and the time frame covered by the fee.”
- “At the time the accounts are debited, Clients are sent an invoice showing the Advisory Fee, calculation and time period covered.”
- “If the WAS or IAS Agreement does not span the entire quarterly billing period, the Advisory Fee will be prorated based on the number of days the account is open during the billing period.”
How Truenorth Wealth Advisors’ fees compare
- Its annual fee of $10,000 is above the Washington median of $7,000. 59% of the 37 other Washington planners that publish an annual fee charge less.
- 3 of the 8 other planners in Seattle that publish an annual fee charge less.
About Truenorth Wealth Advisors
- Firm size: 7 employees.
- Credentials named in the brochure: CFP® and CPA.
- Founded: 2001 (25 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
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% a year
- Clients
- 178
- Employees
- 7
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $321,734,679
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 118273
- Phone
- (206) 652-4314
Can advise clients in 4 states: California, Oregon, Texas, Washington
Other planners in Seattle that publish fees
- 2020 Financial Planning LLCSeattle$300/hr, $2,500
- Alta Via Financial PlanningSeattle$450/hr
- Arrivity Financial PlanningSeattle$400/hr
- BBJS Financial Advisors, LLCSeattle$132-$416/hr
- Breakwater Investment ManagementSeattle$350/hr, $2,500-$20,000
- Brighton Jones LLCSeattle$150-$300/hr, $5,000-$25,000
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.