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TRUE NORTH FINANCIAL PLANNING, LLC
CRD 170555
68 RANDALL STREET, SUITE #120, SOUTH BURLINGTON, VT, 05403, United States
Phone
(802) 373-2591
Fax
(802) 872-0434
Registration
— (—)
Source
State registered
Total AUM
$5.5M
Discretionary AUM
$5.5M
Team
1 total employees; 1 advisory reps; 65 broker-dealer reps
Clients
51-100
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $4.1M |
| High net worth individuals | 1 | $1.3M |
All web addresses on file
Official SEC filing: View on IAPD