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 advice
should be transparent, objective, and aligned with
your goals.

Our fee-only model allows us to focus on taxefficient strategies, smart investments, and longterm financial planning – without the conflicts of interest that come with commission-based advisors.

The Advantages of Fee-Only Financial Planning

Unbiased Advice

No commissions or sales incentives, 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 – nothing more, nothing less. 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 to tax planning, retirement planning, and beyond.

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 comm1ss1ons 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. Our only incentive to grow your wealth.

  • 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  traightforward advice that puts your best interests first

From tax strategies to estate  lanning, 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 confHcts. That’s why our only compensation comes from a small percentage of the assets we manage, ensuring that when you succeed, we do too

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.

Schedule My Strategy Session

We’re happy to answer your questions!

Give us a call at

or visit our contact page to send us an email.