Matthew Crum
True North Financial Services, LLC · Port Murray, New Jersey
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.
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Facts
| Firm | True North Financial Services, LLC |
|---|---|
| Based in | Port Murray, New Jersey |
| Fee model | Ongoing planning fee |
| Works virtually | Yes |
| Assets under management | $26.0M across 126 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ, TX · CRD 5285903 |
| Exams passed | Series 63 (2010) · Series 65 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | truenorth-planning.com |
| Profile |
How Matthew's firm compares
- True North Financial Services, LLC's average account is about $206,000, from its Form ADV (assets managed divided by 126 accounts).
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Questions about Matthew
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New Jersey
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- True North Financial Services, LLC 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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