RIA Intel›Advisers›Vermont›TRUE NORTH FINANCIAL PLANNING, LLC

TRUE NORTH FINANCIAL PLANNING, LLC

Advisory

SOUTH BURLINGTON, VT

Data as of Feb 27, 2026 · Source: SEC Form ADV

Average account

$260K

across 21 accounts

AUM per adviser

$5M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 27, 2026.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$5M

Discretionary AUM$5M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients13

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InVT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

13 clients

1 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in VT

Closest by assets under management. All figures from Form ADV.

NVIP LLC

$5M

INDEPENDENT FUND ADVISORS OF VERMONT INC

RUTLAND, VT

$8M

LONG ADVISORS LLC

$3M

SHIPWRIGHT ADVISORS, LLC

BURLINGTON, VT

$2M

LAMPMAN GARY W.

$10M

EVERGREEN RIA, LLC

$13M

Get the full picture on TRUE NORTH FINANCIAL PLANNING, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track TRUE NORTH FINANCIAL PLANNING, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans