Connor Williamson
TrueNorth Wealth & Impact · Joplin, Missouri
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.
Request an introduction to Connor →
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 |
| SEC registration | Investment adviser representative in MO, TX · CRD 7984680 |
| Exams passed | Series 65 (2024) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.findtruenorth.com |
Request an introduction to Connor
Tell Connor a little about what you're looking for. Connor 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 Connor
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.
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.
See something wrong? Request a correction. Read our methodology.