TRUNORTH FINANCIAL SERVICES, INC.
SEC RegisteredOne of the Fastest Growing Investment Firms in the U.S.
About the firm
truNorth Financial Services, Inc. is an independent, fee-only Registered Investment Advisor (RIA) firm specializing in wealth management, investment management, and financial planning, currently registered with the Securities and Exchange Commission (SEC). Tucker Financial Services, Inc. was established in the spring of 1983, and the firm serves clients in more than 10 states.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fee-only wealth management, investment management, and financial planning, offering personalized planning for individuals and families as well as customized solutions for businesses and organizations, with significantly lower fees than most banks, brokerages, wealth management, and insurance firms.
Who they serve
Individuals, families, businesses, and organizations in more than 10 states (referenced elsewhere as 24 states).
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 351 | $110M |
| High Net Worth Individuals | 88 | $190M |
| State/Municipal Entities | 6 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 to $999,999 | 1.00% |
| $1,000,000 to $2,000,000 | 0.80% |
| $2,000,000 to $4,000,000 | 0.60% |
| $4,000,000 to $7,000,000 | 0.50% |
| $7,000,000 to $20,000,000 | 0.45% |
| $20,000,000 and above | 0.35% |
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. TRUNORTH FINANCIAL SERVICES, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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