Michael Stoner
True North Financial Advisors · Hilliard, Ohio
Michael Stoner is a fee-only financial advisor at True North Financial Advisors in Hilliard, Ohio, who holds the CFP credential. Michael focuses on retirement planning and estate & legacy planning. True North Financial Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | True North Financial Advisors |
|---|---|
| Based in | Hilliard, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $50.1M across 154 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 6755152 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | truenorthfa.com |
| Profile |
How Michael's firm compares
- True North Financial Advisors's average account is about $326,000, from its Form ADV (assets managed divided by 154 accounts).
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Questions about Michael
Is Michael Stoner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and True North Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, True North Financial Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Michael Stoner based?
Michael Stoner is based in Hilliard, Ohio.
What does Michael specialize in?
Michael's specialties include retirement planning and estate & legacy planning.
What credentials does Michael Stoner hold?
Michael Stoner holds the CFP credential.
Is Michael Stoner registered with the SEC?
Yes. Michael Stoner is registered as an investment adviser representative in OH (CRD 6755152), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does True North Financial Advisors manage?
True North Financial Advisors reports $50.1M across 154 accounts in assets under management.
How do I contact Michael Stoner?
Through Michael's website, truenorthfa.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 Financial Advisors 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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