Boise Fee Only Financial Planning
Serving clients with a minimum of $500,000 in investable assets
Why Fee-Only Financial Planning?
At TrueNorth Wealth, we believe financial guidance should be clear, objective, and fully aligned with what matters most to you.
Our fee-only structure allows us to focus on tax-efficient strategies, thoughtful investment management, and long-term planning — without the conflicts of interest that can come with commission-based models.
The Advantages of Fee-Only Financial Planning
Unbiased Advice
No commissions or sales incentives — just recommendations designed around your goals.
Complete Transparency
You always know how you’re being charged and what services you receive.
No Hidden Motivations
Every suggestion is made for your benefit, not for ours.
Aligned Interests
Our success is directly connected to helping you grow and protect your wealth.
Confidence in Every Recommendation
You can feel assured that each decision is grounded in your long-term interests.
How Does a Fee-Only Advisor Get Paid?
At TrueNorth Wealth, our compensation comes from a straightforward, asset-based fee. That means:
- Our compensation increases only when your assets grow, keeping our interests aligned.
- There are no commissions, product sales, or surprise charges — just simple, transparent pricing.
- You receive ongoing, proactive planning and investment management rather than one-off advice.
While some advisors earn commissions or charge separately for planning services, our single fee covers everything — investment strategy, tax planning support, retirement planning, and more.
Comparing Compensation Models
Compensation
Model
How Advisors
Are Paid
Potential
Conflicts
TrueNorth Uses
This Model?
Commission Based
Earns commissions from selling financial products
Incentive to recommend high-commission products, even if they’re not the best fit for you
- No
Fee-Based
Charges fees and may also earn commissions on product sales
Can create mixed incentives, making it unclear if advice is unbiased
- No
Fee-Only
Paid solely by a small percentage of assets under management — no commissions or third-party incentives
Advice is independent and transparent. No commissions or incentives to recommend or sell financial or insurance products
- Yes
Why We Choose to Be a Fee-Only Firm
Selecting a financial advisor is ultimately about trust. At TrueNorth Wealth, we believe the most effective way to earn that trust is through complete transparency.
A fee-only model means no product sales, no outside incentives, and no pressure to choose options that don’t serve you.
From tax-efficient planning to estate considerations, retirement preparation, and business transitions, our focus remains firmly on your financial life — not on selling financial products.
TrueNorth was built on the principle that clients deserve clarity, not conflicts. That’s why our only compensation comes from a small percentage of the assets we manage, keeping our interests aligned with yours every step of the way.
FREE STRATEGY SESSION
Are you getting the MOST out of your finances?
Schedule a free strategy session to gain insight into your financial challenges, uncover opportunities you may be missing, and receive personalized recommendations to help you achieve your financial goals.
We’re happy to answer your questions!
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