Thomas Dettre
Thomas Dettre is a registered investment advisor at True North Financial Planning, LLC, based in South Burlington, VT, with 11 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 13 clients with $5.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
True North Financial Planning charges fixed or hourly fees for financial planning and portfolio management services. Typically, management services are provided in conjunction with financial planning, and the fixed annual or hourly fee covers both. While True North doesn't charge a fee based on a percentage of your portfolio, the total annual fee will not exceed 2% of your managed account assets.
Location
68 Randall Street, Suite #120, South Burlington, VT, 05403
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas provides health care financial consulting services to individuals and small businesses. He is compensated through consulting fees.
Employment History
Current Registrations
True North Financial Planning, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.