# Connor Williamson

> Connor Williamson is a fee-only financial advisor at TrueNorth Wealth & Impact in Joplin, Missouri. Connor 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.

Page: https://find.wellspent.co/advisors/connor-williamson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## 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 (firm's website)
- **Assets under management (firm):** $456.2M across 1,351 accounts
- **Specialties:** Retirement planning, Family wealth transfer, Founders (pre-exit)
- **Works with:** Multi-generational families, High earners
- **CRD:** 7984680 (https://adviserinfo.sec.gov/individual/summary/7984680)
- **SEC registration:** Investment adviser representative in MO, TX
- **Exams passed:** Series 65 (2024)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.findtruenorth.com/

## Frequently asked questions

### Is Connor Williamson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Connor 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 Connor charge for financial advice?

Connor's firm, TrueNorth Wealth & Impact, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Connor Williamson based?

Connor Williamson is based in Joplin, Missouri.

### What does Connor specialize in?

Connor's specialties include retirement planning, family wealth transfer and founders (pre-exit). Connor works with multi-generational families and high earners.

### Is Connor Williamson registered with the SEC?

Yes. Connor Williamson is registered as an investment adviser representative in MO and TX (CRD 7984680), 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 Connor Williamson?

Through Connor's website, www.findtruenorth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7984680): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://findtruenorth.com/): specialties, clients served, and fees, checked October 30, 2026

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