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Martin A. Watkins, CFP®

Evidence Based, Academically Sound Financial Planning

Truenorth Wealth
CEO

Salt Lake City

UT

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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Pension Consulting
    • -401k
    • -403b
    • -457
    • -Defined Benefit
    • -Other Pension Consulting
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Investment Companies
    • -Businesses or Institutional Clients

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Association Financial Services Inc 13 years Oct 2006 - Present

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Martin Watkins

6 Valuable Ways to Minimize Taxable Income
Published 2015-10-14 12:38:37
The Cost of Waiting To Save For College
Published 2015-09-30 21:05:19
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    There are no answers for this advisor to display at this time.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Oct 10, 2019
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      N/A
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Truenorth Wealth

    Last updated on July 18, 2017
      • $360.0M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 875
        Accounts
      • $411.4K
        Estimated Average Account Balance

    Fees

    Fee Only Advisor
    $
    This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

    Types of Compensation Arrangements