Thomas Dettre
True North Financial Planning · South Burlington, Vermont
Thomas Dettre is a fee-only financial advisor at True North Financial Planning in South Burlington, Vermont. Thomas focuses on retirement planning, tax planning and estate & legacy planning. True North Financial Planning reports charging hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | True North Financial Planning |
|---|---|
| Based in | South Burlington, Vermont |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $5.5M across 21 accounts |
| SEC registration | Investment adviser representative in VT · CRD 6302368 |
| Exams passed | Series 65 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.truenorthfinancialplanning.com |
| Profile |
How Thomas's firm compares
- True North Financial Planning's average account is about $260,000, from its Form ADV (assets managed divided by 21 accounts).
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Questions about Thomas
Is Thomas Dettre a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and True North Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Thomas charge for financial advice?
Thomas's firm, True North Financial Planning, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Thomas Dettre based?
Thomas Dettre is based in South Burlington, Vermont.
What does Thomas specialize in?
Thomas's specialties include retirement planning, tax planning and estate & legacy planning.
Is Thomas Dettre registered with the SEC?
Yes. Thomas Dettre is registered as an investment adviser representative in VT (CRD 6302368), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does True North Financial Planning manage?
True North Financial Planning reports $5.5M across 21 accounts in assets under management.
How do I contact Thomas Dettre?
Through Thomas's website, www.truenorthfinancialplanning.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 Planning 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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