Martin Watkins
TrueNorth Wealth · Salt Lake City, Utah
Martin Watkins is a fee-only financial advisor at TrueNorth Wealth in Salt Lake City, Utah, who holds the BA and CFP credentials. Martin charges a percentage of assets (0.88% a year on the first tier of assets managed and a $500,000 asset minimum) and focuses on tax planning, small business owners and retirement planning.
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Specialties
Who they serve
- Pre-retirees
- Founders
Facts
| Firm | TrueNorth Wealth |
|---|---|
| Based in | Salt Lake City, Utah |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.88% a year on the first tier of assets managed · A $500,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $1.27B across 2,829 accounts |
| Credentials | BA · CFP |
| SEC registration | Investment adviser representative in ID, TX, UT · CRD 2251777 |
| Exams passed | Series 63 (1992) · Series 65 (1995) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | truenorthwealth.com |
How Martin's firm compares
- TrueNorth Wealth's average account is about $447,000, from its Form ADV (assets managed divided by 2,829 accounts).
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Questions about Martin
Is Martin Watkins a fee-only financial advisor?
Yes. Martin Watkins 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 Martin's firm.
How does Martin charge for financial advice?
Martin charges a percentage of assets.
How much does Martin charge?
According to TrueNorth Wealth's website, checked October 28, 2026: 0.88% a year on the first tier of assets managed; a $500,000 asset minimum.
Where is Martin Watkins based?
Martin Watkins is based in Salt Lake City, Utah.
What does Martin specialize in?
Martin's specialties include tax planning, small business owners, retirement planning and estate & legacy planning. Martin works with pre-retirees and founders.
What credentials does Martin Watkins hold?
Martin Watkins holds the BA and CFP credentials.
Is Martin Watkins registered with the SEC?
Yes. Martin Watkins is registered as an investment adviser representative in ID, TX and UT (CRD 2251777), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does TrueNorth Wealth manage?
TrueNorth Wealth reports $1.27B across 2,829 accounts in assets under management.
How do I contact Martin Watkins?
Through Martin's website, truenorthwealth.com.
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
- TrueNorth Wealth website : specialties, clients served, and fees, checked October 28, 2026
- 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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