trueNorth Wealth Advisors at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 5 advisors are listed here; 4 of 5 hold the CFP.
- Its Form ADV reports 7 employees and 178 individual clients, 97 of them high net worth.
- Its average account is about $555,000 (assets it manages divided by its 580 accounts).
- Its ongoing planning fee starts at $10,000 a year, above the Washington median of $4,500.
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Seattle, Washington |
|---|---|
| Website | truenorthwa.com |
| [email protected] | |
| Phone | (206) 652-4314 |
Questions about trueNorth Wealth Advisors
How much does trueNorth Wealth Advisors charge?
trueNorth Wealth Advisors publishes these prices: ongoing planning: from $10,000 a year; asset-based fee: 1% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
How is trueNorth Wealth Advisors paid?
trueNorth Wealth Advisors's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does trueNorth Wealth Advisors have in the Wellspent public graph?
The Wellspent public graph lists 5 advisors at trueNorth Wealth Advisors, and 4 hold the CFP.
What is the average account at trueNorth Wealth Advisors?
trueNorth Wealth Advisors's average account is about $555,000. That's the assets on its Form ADV divided by its 580 accounts.
What does trueNorth Wealth Advisors specialize in?
trueNorth Wealth Advisors's advisors and website list retirement planning, tax planning and estate & legacy planning.
trueNorth Wealth Advisors fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $10,000 a year |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"* $10,000 Annual Fee Minimum" source
"From $ 0 to $2,000,000 1 . 0% of Portfolio Value" source
"is designed for clients with at least $1,000,000 in manageable assets. However, this asset requirement is only a guideline, not a managed account minimum." source
"Our standard annual fee is calculated on the market value of your Assets Under Management (AUM) based on the following schedule:" source
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 · Fixed fees |
|---|---|
| Assets managed | $322 million |
| Individual clients | 81 |
| High-net-worth clients | 97 |
| Accounts managed | 580 |
| Employees | 7 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-116702) |
| Financial planning | Offered |
| Form ADV filed | March 18, 2026 |
| SEC record | CRD 118273 |