Firm
True North Wealth Management
Palmer, Alaska
Fee-only
True North Wealth Management at a glance
- One of 11 fee-only firms based in Alaska in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 12 individual clients.
- Its average account is about $182,000 (assets it manages divided by its 12 accounts).
- Its website says it's taking new clients.
Facts
| Based in | Palmer, Alaska |
|---|---|
| Website | truenorthwm.com |
| Phone | (901) 290-7938 |
True North Wealth Management fees
True North Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. 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 | Percentage of assets · Hourly |
|---|---|
| Assets managed | $2 million |
| Individual clients | 12 |
| Accounts managed | 12 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 337463 |