Zachary Whitlock
Truenorth Wealth · Salt Lake City, Utah
Zachary Whitlock is a fee-only financial advisor at Truenorth Wealth in Salt Lake City, Utah. 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 | Salt Lake City, Utah |
| 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 UT · CRD 7941542 |
| Exams passed | Series 65 (2025) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.imafs.org |
How Zachary'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 Zachary
Is Zachary Whitlock a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Zachary 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 Zachary charge for financial advice?
Zachary's firm, Truenorth Wealth, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Zachary Whitlock based?
Zachary Whitlock is based in Salt Lake City, Utah.
Is Zachary Whitlock registered with the SEC?
Yes. Zachary Whitlock is registered as an investment adviser representative in UT (CRD 7941542), 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 Zachary Whitlock?
Through Zachary'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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