# Joseph Hebert

> Joseph Hebert is a fee-only financial advisor at trueNorth Wealth Advisors in Seattle, Washington, who holds the CFP and PhD credentials. Joseph charges a percentage of assets and an ongoing planning fee (ongoing planning from $10,000 a year and 1% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/joseph-hebert/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** trueNorth Wealth Advisors
- **Based in:** Seattle, Washington
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $10,000 a year; 1% a year on the first tier of assets managed; typically works with clients with $1,000,000 or more
- **Assets under management (firm):** $321.7M across 580 accounts
- **Credentials:** CFP, PhD
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Pre-retirees, Retirees
- **CRD:** 4548024 (https://adviserinfo.sec.gov/individual/summary/4548024)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 65 (2001)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://truenorthwa.com

## Frequently asked questions

### Is Joseph Hebert a fee-only financial advisor?

Yes. Joseph Hebert 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 Joseph's firm.

### How does Joseph charge for financial advice?

Joseph charges a percentage of assets and an ongoing planning fee.

### How much does Joseph charge?

According to trueNorth Wealth Advisors's website, checked October 28, 2026: ongoing planning from $10,000 a year; 1% a year on the first tier of assets managed; typically works with clients with $1,000,000 or more.

### Where is Joseph Hebert based?

Joseph Hebert is based in Seattle, Washington.

### What does Joseph specialize in?

Joseph's specialties include retirement planning, tax planning and estate & legacy planning. Joseph works with pre-retirees and retirees.

### What credentials does Joseph Hebert hold?

Joseph Hebert holds the CFP and PhD credentials.

### Is Joseph Hebert registered with the SEC?

Yes. Joseph Hebert is registered as an investment adviser representative in WA (CRD 4548024), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does trueNorth Wealth Advisors manage?

trueNorth Wealth Advisors reports $321.7M across 580 accounts in assets under management.

### How do I contact Joseph Hebert?

Through Joseph's website, truenorthwa.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/4657): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.truenorthwa.com/): specialties, clients served, and fees, checked October 28, 2026

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