Firm
True North Financial Planning
South Burlington, Vermont
Fee-only
True North Financial Planning at a glance
- One of 34 fee-only firms based in Vermont in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 13 individual clients, 1 of them high net worth.
- Its average account is about $260,000 (assets it manages divided by its 21 accounts).
Facts
| Based in | South Burlington, Vermont |
|---|---|
| Website | truenorthfinancialplanning.com |
| Phone | (802) 373-2591 |
True North Financial Planning fees
True North Financial Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly · Fixed fees |
|---|---|
| Assets managed | $5 million |
| Individual clients | 12 |
| High-net-worth clients | 1 |
| Accounts managed | 21 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | February 27, 2026 |
| SEC record | CRD 170555 |