# Troy Stovern

> Troy Stovern is a fee-only financial advisor at TrueNorth Wealth & Impact in Joplin, Missouri, who holds the CFP credential. Troy focuses on retirement planning, family wealth transfer and founders (pre-exit). TrueNorth Wealth & Impact reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/troy-stovern/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** TrueNorth Wealth & Impact
- **Based in:** Joplin, Missouri
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $456.2M across 1,351 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Family wealth transfer, Founders (pre-exit)
- **Works with:** Multi-generational families, High earners
- **CRD:** 4087039 (https://adviserinfo.sec.gov/individual/summary/4087039)
- **SEC registration:** Investment adviser representative in MO, TX
- **Exams passed:** Series 63 (2000), Series 66 (2005)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.findtruenorth.com/

## Frequently asked questions

### Is Troy Stovern a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Troy holds no broker registration, and TrueNorth Wealth & Impact reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Troy charge for financial advice?

Troy's firm, TrueNorth Wealth & Impact, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Troy Stovern based?

Troy Stovern is based in Joplin, Missouri.

### What does Troy specialize in?

Troy's specialties include retirement planning, family wealth transfer and founders (pre-exit). Troy works with multi-generational families and high earners.

### What credentials does Troy Stovern hold?

Troy Stovern holds the CFP credential.

### Is Troy Stovern registered with the SEC?

Yes. Troy Stovern is registered as an investment adviser representative in MO and TX (CRD 4087039), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does TrueNorth Wealth & Impact manage?

TrueNorth Wealth & Impact reports $456.2M across 1,351 accounts in assets under management.

### How do I contact Troy Stovern?

Through Troy's website, www.findtruenorth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4087039): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://findtruenorth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.