Cady North is a CFP-designated registered investment advisor at North Financial Advisors, based in San Diego, CA, with 10 years of industry experience. Cady operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 5 more. Their firm serves 30 clients with $42M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Contact
Cady North
Location
9920 Pacific Heights Blvd, Suite 150 PMB 4859, San Diego, CA, 92116
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Cady North is a book author and provides teaching, speaking, and coaching services since December 2020. This takes about 10-20% of Cady's time.
Employment History
Current Registrations
North Financial Advisors
State Registrations3 states
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.
Exams
Additional Information
I’m the founder of North Financial — a boutique financial planning firm that specializes in helping women dream big and get their personal finances on track. A lot of my clients aren’t entrepreneurs yet, but they want to be, or at least know they don’t want to work the same desk job forever.