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True North Retirement Advisors, LLC

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Client assets under management

$415,211,295

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Clients

365

34% high-net worth

Advisors

3

of 7 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

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Clients per advisor

122

Very High

Average account size

$1,137,565

About

True North Retirement Advisors, LLC provides investment advisory services to individuals (including high-net-worth clients) and businesses, offering portfolio management, financial planning, retirement plan consulting, and exit planning and business valuation services. The firm typically delivers ongoing portfolio management combined with retirement-focused financial planning and may provide stand‑alone planning or retirement plan consulting engagements.

The firm follows a long-term, balanced, and disciplined approach, building globally diversified portfolios accessed via mutual funds, ETFs, and individual securities and using fundamental analysis alongside modern portfolio theory to develop investment policy statements. True North manages accounts on both discretionary and non‑discretionary bases, and it may delegate portions of client assets to third‑party asset managers (TPAMs) while monitoring those relationships.

True North’s size and structure — roughly $460.9 million in client assets (approximately $415.9M discretionary and $45.0M non‑discretionary as of December 31, 2025) managed by a three‑person advisory team for about 365 clients — produces a higher assets‑per‑advisor profile than many supported peers. Its publicly available materials disclose both historical performance results and hypothetical performance scenarios, a practice that is uncommon among firms in this category and that prospective clients may wish to review alongside its exit‑planning offerings and TPAM arrangements.

Client services

Financial planning Portfolio management Pension consulting

Expertise

General retirement planning Retirement income strategy Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k)

Fee options

Fixed

Fixed fees for financial planning services from $2,500 to $6,000 per engagement.

Percentage

0.40% - 1.00% annually (varies by account)

Other

Fee-only: Fixed fees for financial planning typically range from $2,500 to $6,000 per engagement.

Main office location

True North Retirement Advisors, LLC

10151 Se Sunnyside Road, #400

Clackamas OR 97015, United States

Number of offices

1

Most active in

More info

Arizona · California · Idaho · New Hampshire · Oregon · Texas · Washington

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website (503) 387-6869

Advisors at this firm

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Ashley M

Series 66

Clackamas, OR

True North Retirement Advisors, LLC

Ashley Micciche is a financial advisor at True North Retirement Advisors, LLC with 18 years of industry experience. She holds the Series 66 designation and previously worked at Stifel Nicolaus & Co Inc for nine years before joining True North in 2018. True North Retirement Advisors serves individual and high-net-worth clients, small businesses, and retirement plans, providing portfolio management, financial planning, retirement plan consulting, and exit-planning and business-valuation services. The firm employs a long-term, balanced investment approach with globally diversified portfolios and manages approximately $430 million in client assets.

General retirement planning Retirement income strategy Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k)
user avatar

Todd M

Series 63, Series 65

Clackamas, OR

True North Retirement Advisors, LLC

Todd Micciche is a financial advisor at True North Retirement Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Cuna Brokerage Services, Inc. and Cuna Mutual Group. True North Retirement Advisors serves individual and high-net-worth clients, small businesses, and retirement plans, providing portfolio management, financial planning, retirement plan consulting, and exit-planning and business-valuation services. The firm employs a long-term, balanced investment approach with globally diversified portfolios and manages approximately $430 million in client assets.

General retirement planning Retirement income strategy Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k)
user avatar

David W

Series 63, Series 66

Clackamas, OR

True North Retirement Advisors, LLC

David Wilson Jr. is a financial advisor at True North Retirement Advisors, LLC with 43 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Stifel Nicolaus & Co Inc for nine years before joining True North in 2018. Outside of his advisory role, he volunteers as a teacher of an investment course and was a member of the original campaign committee to raise funds for the construction of Seton Catholic High School in Vancouver, WA. True North Retirement Advisors serves individual and high-net-worth clients, small businesses, and retirement plans, providing portfolio management, financial planning, retirement plan consulting, and exit-planning and business-valuation services. The firm employs a long-term, balanced investment approach with globally diversified portfolios and manages approximately $430 million in client assets.

General retirement planning Retirement income strategy Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k)
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