When you work with us you get a personalized financial plan, crafted through a precise process honed over decades of experience.

Our first priority is to understand your personal and financial goals, identify and manage your risks, and craft a plan to help you meet your goals.  TruNorth's focus has always been on developing a personal relationship so we can see the whole picture, not just portfolio returns.  Our multi-step process allows us to craft your financial plan to your unique circumstances and goals.  We work with your CPA and your law firm to ensure that your financial plan, estate plan, and all other aspects work for you.

Simple and Transparent Pricing

Asset Management Only: 1% annual fee of assets under management charged monthly.

Asset Management PLUS Financial Planning: 1.5% annual fee of assets under management billed monthly. 

Financial Planning Only: Initial plan is $2,500 to $5,000 depending on complexity.  Planning updates are $387 per hour.