TRUE NORTH FINANCIAL PLANNING, LLC

TRUE NORTH FINANCIAL PLANNING, LLC of SOUTH BURLINGTON, VT is an SEC-registered investment adviser (CRD 170555). Regulatory assets under management: $5.5M.

Registration

• CRD: 170555
• Type: Registered investment adviser
• Location: 68 RANDALL STREET, SOUTH BURLINGTON, VT, 05403
• Phone: (802) 373-2591
• Latest filing: 2026-02-27
• Regulatory AUM: $5.5M
• Discretionary AUM: $5.5M
• Clients: 1
• Accounts: 21

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 170555 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search