Rockefeller Capital Management
46yrs
Top advisor by experience in Salt Lake City
1yr
Devon Duffy
Financial advisor at Truenorth Wealth
Based in Salt Lake City, Utah, Devon Duffy is a fiduciary financial advisor with 1 year of industry experience. Devon has been with Truenorth Wealth since 2025. Truenorth Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and hourly fees.
One of 1596 advisors with offices in Salt Lake City, and one of 1517 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office1935 Vine Street, Suite 120, Salt Lake City, UT 84121
FirmTruenorth Wealth
How the firm is paid ?Percent of assets, Hourly, Other
Typical client at the firm ?$1.26 million
Advisors at the firm11
States licensed ?1 state
Services through Truenorth Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Aug 2025 – nowTruenorth WealthCurrent firm
Questions to ask Devon
Tailored to Devon’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Devon
How do I contact Devon?
Call Truenorth Wealth at (801) 274-1820 and ask for Devon Duffy. Devon works from the Salt Lake City, UT office.
How long has Devon been a financial advisor?
Devon has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Devon hold?
Series 65. Tap any license on this page to see what it allows.
Is Devon a fiduciary?
Devon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Devon paid?
Truenorth Wealth reports being paid by a percentage of the assets they manage, hourly fees, other fees. Ask Devon for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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