Richard Lee
Truenorth Wealth · Boise, Idaho
Richard Lee is a fee-only financial advisor at Truenorth Wealth in Boise, Idaho. Truenorth Wealth reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Truenorth Wealth |
|---|---|
| Based in | Boise, Idaho |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $1.27B across 2,829 accounts |
| SEC registration | Investment adviser representative in ID, UT · CRD 7319753 |
| Exams passed | Series 65 (2020) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.imafs.org |
How Richard'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 Richard
Is Richard Lee a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Truenorth Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Richard charge for financial advice?
Richard's firm, Truenorth Wealth, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Richard Lee based?
Richard Lee is based in Boise, Idaho.
Is Richard Lee registered with the SEC?
Yes. Richard Lee is registered as an investment adviser representative in ID and UT (CRD 7319753), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Truenorth Wealth manage?
Truenorth Wealth reports $1.27B across 2,829 accounts in assets under management.
How do I contact Richard Lee?
Through Richard's website, www.imafs.org.
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
- 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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