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Different by Design

We're passionate about helping you take control of your money to enjoy your life 

True North was founded to serve those looking for a different relationship with their advisor. Despite industry changes, many still have advisors who leave their needs unmet. Most financial professionals act as salespeople or offer relationships based solely on investment management. We do things differently.

At True North, the most impactful work we do is helping our clients gain clarity on how they want to spend their lives, and create planning around those goals. Everyone has a different vision of how they want to spend their life. It's our job to help you better define that vision and the path to get there.

Matthew Crum, CFP®

Founder and President

What drives me is empowering people to use their money to live life the way they envision

Early in my career, I consulted for independent financial advisors and found that most advisory relationships are focused on managing investments. But for most, having wealth is not the end goal - or at least it shouldn't be.

Taking a more holistic view, it's clear that money is a tool that should be used to increase the quality of our life experience. I believe that the role of an advisor is to help people maximize the value of how they spend their time rather than the size of their net worth.

Matt Certified Financial Planner in Nature

Our Fees

We believe that fees should be transparent and aligned with the focus of our relationship

At True North, we charge a flat monthly fee to advise and assist you with your larger financial picture, helping to implement changes that align your money with your goals. This process is continuously implemented over the years we work together, changing and adjusting your financial picture as life presents new opportunities and challenges.

Before our formal relationship begins, your monthly fee is calculated and discussed to ensure clarity. All the services we provide our wealth management clients are included in the flat monthly fee we define at the beginning of our relationship. We earn no revenue or additional compensation from any other source.

As an independent, fee-only, fiduciary, True North and our advisors are morally and legally obligated to provide advice and recommendations that are solely in your best interests. In part, the confidence our clients have in the work we do together is based on the knowledge that no outside source has the ability to influence the advice or recommendations we provide.

Total Net Worth

$0 - $500,000

$500,000 - $1,000,000

$1,000,000 - $2,000,000

$2,000,000 - $4,000,000

$4,000,000 - $6,000,000

$6,000,000 - $8,000,000

$8,000,000 - $12,000,000

$12,000,000+

Annual Fee

0.70%

0.60%

0.50%

0.40%

0.35%

0.30%

0.25%

0.20%

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