Trunorth Financial Services, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Financial Planning and Consulting Service Fees: tFS’ financial planning and consulting fees range from $100 to $5,000 on a fixed fee basis, or a maximum rate of $250 per hour, depending upon the complexity of the plan and level of the services required by the planner, staff, IAR, and other professionals rendering…”

Flat or project fee

$250⁠-⁠$500

“Clients may pay a one-time initial set up fee that ranges from $250 to $500 dollars depending on the complexity of the account(s) that need to be transferred or established.”

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

How Trunorth Financial Services, Inc. bills

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

• “If the Client chooses to have the management fee directly debited from their account, the firm will send a quarterly invoice to the Client and stating the Advisory fees due for each quarter and the manner in which such fee was calculated.”
• “Updates requested to the financial plan after the initial presentation of the plan will be charged at the same maximum rate of $250 per hour and will be billed once the plan update is complete and the updated plan is presented.”
• “Clients are billed in fifteen (15) minute increments and will receive a billing invoice at the end of the consultation, or at various points before, during and/or after.”

How Trunorth Financial Services, Inc.’s fees compare

• Its hourly rate of $250 matches the Pennsylvania median of $250. 34% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• Its flat or project fee of $250-$500 is below the Pennsylvania median of $3,650. 1% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.

About Trunorth Financial Services, Inc.

• Firm size: 6 employees.
• Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

• Retirement 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

439

Employees

6

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

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

Assets managed

$309,492,678

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

111308

Website

trunorthfs.com (opens in new tab)

Phone

(717) 267-1426

Can advise clients in 6 states: Colorado, Maryland, North Carolina, Pennsylvania, South Carolina, Texas

Other planners in Pennsylvania that publish fees

• 100 Plus PlanningCenter Valley$1,000⁠-⁠$6,000
• 10TH Street CapitalPhiladelphia$300/hr, $3,000⁠-⁠$20,000
• 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000⁠-⁠$6,000
• 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
• A Better Way Financial, LLCAllentown$500⁠-⁠$2,399/yr
• A. Neff Associates LLCPittsburgh$150/hr

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