# Cady North

> Cady North is a fee-only financial advisor at North Financial Advisors LLC in San Diego, California, who holds the CFP and MBA credentials. North Financial Advisors LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/cady-north/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** North Financial Advisors LLC
- **Based in:** San Diego, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $41.7M across 117 accounts
- **Credentials:** CFP, MBA
- **CRD:** 6573064 (https://adviserinfo.sec.gov/individual/summary/6573064)
- **SEC registration:** Investment adviser representative in CA, DC, VA
- **Exams passed:** Series 65 (2015)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://northfinancialadvisors.com

## Frequently asked questions

### Is Cady North a fee-only financial advisor?

Yes. Cady North is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Cady's firm.

### How does Cady charge for financial advice?

Cady's firm, North Financial Advisors LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Cady North based?

Cady North is based in San Diego, California.

### What credentials does Cady North hold?

Cady North holds the CFP and MBA credentials.

### Is Cady North registered with the SEC?

Yes. Cady North is registered as an investment adviser representative in CA, DC and VA (CRD 6573064), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does North Financial Advisors LLC manage?

North Financial Advisors LLC reports $41.7M across 117 accounts in assets under management.

### How do I contact Cady North?

Through Cady's website, northfinancialadvisors.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/38522): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.