True North Retirement Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$415,211,295
Clients
365
Advisors
3
of 7 employees
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
Expertise
Fee options
Fixed fees for financial planning services from $2,500 to $6,000 per engagement.
0.40% - 1.00% annually (varies by account)
Fee-only: Fixed fees for financial planning typically range from $2,500 to $6,000 per engagement.
Main office
10151 SE Sunnyside Road, #400
Clackamas OR 97015
Advisors at this office
3
Most active in
Arizona · California · Idaho · New Hampshire · Oregon · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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.
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.
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.
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