Bryan Vowels
TrueNorth Wealth & Impact · Joplin, Missouri
Bryan Vowels is a fee-only financial advisor at TrueNorth Wealth & Impact in Joplin, Missouri, who holds the CFP and CFA credentials. Bryan focuses on retirement planning, family wealth transfer and founders (pre-exit). TrueNorth Wealth & Impact reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
- High earners
Facts
| Firm | TrueNorth Wealth & Impact |
|---|---|
| Based in | Joplin, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $456.2M across 1,351 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in MO, TX · CRD 4194457 |
| Exams passed | Series 63 (2000) · Series 65 (2012) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.findtruenorth.com |
| Profile |
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Questions about Bryan
Is Bryan Vowels a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bryan holds no broker registration, and TrueNorth Wealth & Impact reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bryan charge for financial advice?
Bryan's firm, TrueNorth Wealth & Impact, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Bryan Vowels based?
Bryan Vowels is based in Joplin, Missouri.
What does Bryan specialize in?
Bryan's specialties include retirement planning, family wealth transfer and founders (pre-exit). Bryan works with multi-generational families and high earners.
What credentials does Bryan Vowels hold?
Bryan Vowels holds the CFP and CFA credentials.
Is Bryan Vowels registered with the SEC?
Yes. Bryan Vowels is registered as an investment adviser representative in MO and TX (CRD 4194457), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does TrueNorth Wealth & Impact manage?
TrueNorth Wealth & Impact reports $456.2M across 1,351 accounts in assets under management.
How do I contact Bryan Vowels?
Through Bryan's website, www.findtruenorth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- TrueNorth Wealth & Impact website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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