# Grant Evans

> Grant Evans is a fee-only financial advisor at True North Wealth in Parker City, Indiana. Grant focuses on retirement planning and tax planning. True North Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** True North Wealth
- **Based in:** Parker City, Indiana
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $30.3M across 303 accounts
- **Specialties:** Retirement planning, Tax planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 6745496 (https://adviserinfo.sec.gov/individual/summary/6745496)
- **SEC registration:** Investment adviser representative in IN, TX
- **Exams passed:** Series 66 (2017)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.retirementtruenorth.com/

## Frequently asked questions

### Is Grant Evans a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Grant holds no broker registration, and True North Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Grant charge for financial advice?

Grant's firm, True North Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Does Grant work with clients virtually?

Yes. True North Wealth says on its website that it works with clients remotely.

### Where is Grant Evans based?

Grant Evans is based in Parker City, Indiana.

### What does Grant specialize in?

Grant's specialties include retirement planning and tax planning. Grant works with retirees and pre-retirees.

### Is Grant Evans registered with the SEC?

Yes. Grant Evans is registered as an investment adviser representative in IN and TX (CRD 6745496), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does True North Wealth manage?

True North Wealth reports $30.3M across 303 accounts in assets under management.

### How do I contact Grant Evans?

Through Grant's website, www.retirementtruenorth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6745496): 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://retirementtruenorth.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.