Grant Evans
True North Wealth · Parker City, Indiana
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Accepting new clients | Yes |
| Assets under management | $30.3M across 303 accounts |
| SEC registration | Investment adviser representative in IN, TX · CRD 6745496 |
| Exams passed | Series 66 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.retirementtruenorth.com |
| Profile |
How Grant's firm compares
- True North Wealth's average account is about $100,000, from its Form ADV (assets managed divided by 303 accounts).
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Questions about Grant
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.
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
- True North Wealth 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.
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