Straightforward advice that puts your best interests first
Why fee-only financial planning?
We believe financial advice should be transparent, objective, and aligned with your goals.
Our fee-only model allows us to focus on tax-efficient strategies, smart investments, and long-term financial planning — without the conflicts of interest that come with commission-based advisors.
The advantages of fee-only financial planning
- No sales incentives
No commissions or kickbacks, just guidance that’s aligned with your goals.
- Full transparency
You always know exactly what you’re paying and what you’re getting in return.
- No hidden agendas
Recommendations are based on what benefits you — not what benefits us.
- Aligned interests
Our success is directly tied to growing and protecting your wealth.
- Confidence in every decision
You can trust that every recommendation is designed for your long-term success.
How does a fee-only advisor get paid?
At TrueNorth Wealth, we charge a small percentage of the assets we manage on your behalf.
This means:
- Our compensation grows only when your wealth grows, ensuring our interests stay aligned.
- There are no commissions, product sales, or hidden fees — just straightforward, transparent pricing.
- You receive ongoing, proactive financial planning and investment management, not just one-time advice.
Unlike other advisors who earn commissions or charge extra for financial planning services, our one simple fee covers everything — from investment strategy and tax planning, to retirement and legacy planning.
Comparing Compensation Models
| Compensation Model |
How Advisors Are Paid |
Potential Conflicts |
TrueNorth Uses This Model? |
|---|---|---|---|
| Commission-Based | How Advisors Are Paid Earns commissions from selling financial products | Potential Conflicts Incentive to recommend high-commission products, even if they’re not the best fit for you | TrueNorth Uses This Model? No |
| Fee-Based | How Advisors Are Paid Charges fees and may also earn commissions on product sales | Potential Conflicts Can create mixed incentives, making it unclear if advice is unbiased | TrueNorth Uses This Model? No |
| Fee-Only | How Advisors Are Paid Paid solely by a small percentage of assets under management – no commissions or third-party incentives | Potential Conflicts Advice is independent and transparent. No commissions or incentives to recommend or sell financial or insurance products. | TrueNorth Uses This Model? Yes |
Why we are a fee-only firm
Choosing a financial advisor is about more than just numbers — it’s about trust. At TrueNorth Wealth, we believe the best way to earn that trust is through complete transparency.
A fee-only model means no commissions, no product sales, and no outside incentives — just straightforward advice that puts your best interests first.
From tax strategies to estate planning, retirement preparation to business transitions, our focus is on your financial success — not selling you something.
We built TrueNorth on the idea that clients deserve clarity, not conflicts. That’s why our only compensation comes from a small percentage of the assets we manage, ensuring that when you succeed, we do too.
Our fees
We believe transparency builds trust — and that starts with how we’re compensated. We charge a small percentage of the assets we manage on your behalf.
TrueNorth Wealth Fee Schedule
Managed asset minimum: $500k
| Assets Under Management with TrueNorth Wealth | Fee |
|---|---|
| $0 - $1,000,000 | 0.88% |
| $1,000,000 - $2,000,000 | 0.82% |
| $2,000,000 - $4,000,000 | 0.74% |
| $4,000,000 - $6,000,000 | 0.68% |
| $6,000,000 - $10,000,000 | 0.62% |
| $10,000,000+ | Concierge |
Our simple fee includes...
As well as ongoing support and guidance – whenever you need it.
Free Strategy Session
No two situations are the same.
Learn how we can help YOU.
Schedule your free session to:
- Tell us about yourself
- Uncover opportunities you may be missing
- Receive personalized recommendations to help you achieve your financial goals