Garry North
Master's Wealth Management · Lancaster, Pennsylvania
Garry North is a fee-only financial advisor at Master's Wealth Management in Lancaster, Pennsylvania, who holds the BFA, CFP and MSFS credentials. Master's Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Master's Wealth Management |
|---|---|
| Based in | Lancaster, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $589.5M across 1,540 accounts |
| Credentials | BFA · CFP · MSFS |
| SEC registration | Investment adviser representative in PA, TX · CRD 5927506 |
| Exams passed | Series 63 (2012) · Series 65 (2013) |
| Firm size | 12 employees |
| Disclosures | None reported |
How Garry's firm compares
- Master's Wealth Management's average account is about $383,000, from its Form ADV (assets managed divided by 1,540 accounts).
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Questions about Garry
Is Garry North a fee-only financial advisor?
Yes. Garry 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 Garry's firm.
How does Garry charge for financial advice?
Garry's firm, Master's Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Garry North based?
Garry North is based in Lancaster, Pennsylvania.
What credentials does Garry North hold?
Garry North holds the BFA, CFP and MSFS credentials.
Is Garry North registered with the SEC?
Yes. Garry North is registered as an investment adviser representative in PA and TX (CRD 5927506), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Master's Wealth Management manage?
Master's Wealth Management reports $589.5M across 1,540 accounts in assets under management.
How do I contact Garry North?
Contact details aren't on file yet. Search for Master's Wealth Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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.
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