Firm
Truenorth Wealth
Salt Lake City, Utah
Fee-only
Truenorth Wealth at a glance
- One of 107 fee-only firms based in Utah in the Wellspent graph.
- 10 advisors are listed here; 1 of 10 hold the CFP.
- Its Form ADV reports 19 employees and 843 individual clients, 259 of them high net worth.
- Its average account is about $447,000 (assets it manages divided by its 2,829 accounts).
Fee-only advisors in Utah · What fee-only advisors charge in Utah
Facts
| Based in | Salt Lake City, Utah |
|---|---|
| Website | imafs.org |
| Phone | (801) 274-1820 |
Truenorth Wealth fees
Truenorth Wealth 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 | Percentage of assets · Hourly |
|---|---|
| Assets managed | $1.3 billion |
| Individual clients | 584 |
| High-net-worth clients | 259 |
| Accounts managed | 2,829 |
| Employees | 19 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-68446) |
| Financial planning | Offered |
| Form ADV filed | August 22, 2026 |
| SEC record | CRD 142205 |