# Matthew Crum

> Matthew Crum is a fee-only financial advisor at True North Financial Services, LLC in Port Murray, New Jersey, who holds the CFP credential. Matthew charges an ongoing planning fee.

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

## Facts

- **Firm:** True North Financial Services, LLC
- **Based in:** Port Murray, New Jersey
- **Fee model:** Ongoing planning fee
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $26.0M across 126 accounts
- **Credentials:** CFP
- **CRD:** 5285903 (https://adviserinfo.sec.gov/individual/summary/5285903)
- **SEC registration:** Investment adviser representative in NJ, TX
- **Exams passed:** Series 63 (2010), Series 65 (2011)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://truenorth-planning.com

## Frequently asked questions

### Is Matthew Crum a fee-only financial advisor?

Yes. Matthew Crum is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Matthew's firm.

### How does Matthew charge for financial advice?

Matthew charges an ongoing planning fee.

### Does Matthew work with clients virtually?

Yes. True North Financial Services, LLC says on its website that it works with clients remotely.

### Where is Matthew Crum based?

Matthew Crum is based in Port Murray, New Jersey.

### What credentials does Matthew Crum hold?

Matthew Crum holds the CFP credential.

### Is Matthew Crum registered with the SEC?

Yes. Matthew Crum is registered as an investment adviser representative in NJ and TX (CRD 5285903), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does True North Financial Services, LLC manage?

True North Financial Services, LLC reports $26.0M across 126 accounts in assets under management.

### How do I contact Matthew Crum?

Through Matthew's website, truenorth-planning.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/39829): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- 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.truenorth-planning.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.