CRD: 170555
True North Financial Planning, LLC
$5.5M Total AUM
$5.5M Disc. AUM
-- 3Y CAGR
1 Employees
78 ADV. Clients
12 yrs Firm Age
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- Custodian
- Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-10-2014
- Office Locations
- 1
Office Locations
68 Randall Street Suite #120 South Burlington VT
About True North Financial Planning, LLC
True North Financial Planning is a South Burlington, VT RIA providing comprehensive financial planning and investment management for retail clients. Planning spans retirement/financial independence, cash flow and debt, tax strategy, insurance and risk, education funding, and estate/charitable giving. Custodies with Vanguard.
Team overview
57 AVG AGE
$5.5M AVG AUM / ADVISOR
$70.0K AVG AUM / CLIENT
12.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
THOMAS COLLBRAN DETTRE
Chief Compliance Officer, Founder, President
- CRD
- #6302368
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,460,911 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,460,911 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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