Cady North
North Financial Advisors LLC · San Diego, California
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.
Request an introduction to Cady →
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 | $41.7M across 117 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in CA, DC, VA · CRD 6573064 |
| Exams passed | Series 65 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | northfinancialadvisors.com |
| Profile |
How Cady's firm compares
- North Financial Advisors LLC's average account is about $357,000, from its Form ADV (assets managed divided by 117 accounts).
Request an introduction to Cady
Tell Cady a little about what you're looking for. Cady isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Cady
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Diego
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.