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- Custodian
- Betterment · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 11-23-2015
- Office Locations
- 1
Office Locations
About North Financial Advisors
North Financial Advisors is a boutique, fee-only fiduciary financial planning firm led by CFP® Cady North, focused on women and entrepreneurs. The firm helps clients get organized, set goals around major life changes, and build values-aligned investment plans, with support across insurance, estate, and tax planning plus salary negotiation. A distinctive niche is sabbatical planning, backed by North’s guidebook The Art of the Sabbatical. Based in Washington, DC and San Diego.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 30 clients, or 30 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 1 reported office location and 10 years in operation. The source data was last updated on February 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
Cady Anne North
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #6573064
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,725,091 | -- |
| Non-Discretionary | $0 | -- |
| Total | $41,725,091 | -- |
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Separately Managed Accounts
SMA allocation detail is available
North Financial Advisors has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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