Troy Stovern
TrueNorth Wealth & Impact · Joplin, Missouri
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.
Request an introduction to Troy →
Specialties
Who they serve
- Multi-generational families
- High earners
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 |
| Assets under management | $456.2M across 1,351 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MO, TX · CRD 4087039 |
| Exams passed | Series 63 (2000) · Series 66 (2005) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.findtruenorth.com |
| Profile |
Request an introduction to Troy
Tell Troy a little about what you're looking for. Troy isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Troy
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.
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
- TrueNorth Wealth & Impact 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.
See something wrong? Request a correction. Read our methodology.