AdvisorCensus / Financial advisors / Oregon / Portland / True North Retirement Advisors, LLC
True North Retirement Advisors, LLC is an SEC-registered investment advisory firm in Clackamas, OR, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.
Quick answers
From the filingHow is True North Retirement Advisors, LLC compensated?
On its Form ADV (Item 5.E, October 2026), True North Retirement Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
What does True North Retirement Advisors, LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 11, 2026 states: Asset-based fee: 0.4% to 1% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is True North Retirement Advisors, LLC located?
True North Retirement Advisors, LLC's principal office is in Clackamas, OR, according to its Form ADV.
Is True North Retirement Advisors, LLC registered with the SEC or a state?
True North Retirement Advisors, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 290885.
How much does True North Retirement Advisors, LLC manage?
True North Retirement Advisors, LLC reports $460,887,057 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (90% discretionary).
How have True North Retirement Advisors, LLC's assets and staff changed since 2021?
In the Form ADV data for True North Retirement Advisors, LLC: Regulatory assets under management: $291,143,931 in the October 2021 data and $460,887,057 in the October 2026 data, up 58%. Total employees: 7 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does True North Retirement Advisors, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (241); high net worth individuals (124); pension and profit sharing plans (but not the plan participants or government pension plans) (17).
Which custodians does True North Retirement Advisors, LLC use?
True North Retirement Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does True North Retirement Advisors, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/290885
Does True North Retirement Advisors, LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 11, 2026 says: "True North Advisors has no set account minimums, but fees are generally not negotiable." "True North Advisors has no minimum account size for opening or maintaining an account."
What changed in True North Retirement Advisors, LLC's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 4 to 3.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.4% to 1% a year (a range, as the brochure states it)
The brochure's wording
True North Advisors charges annual asset-based advisory fees for this combined service that typically vary between 0.40% and 1.00% per year of the market value of the assets you place under our management.
Account minimum: None
The brochure's wording
True North Advisors has no set account minimums, but fees are generally not negotiable.
True North Advisors has no minimum account size for opening or maintaining an account.
As stated in the firm's Form ADV Part 2A brochure dated March 11, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$460,887,057 as of October 2026, filing dated March 11, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2018 (8 years)
- Employees
- Total: 7. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
7 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $460,887,057 | 7 | March 11, 2026 |
| October 2025 | $430,170,105 | 8 | March 31, 2025 |
| October 2024 | $356,735,780 | 8 | March 15, 2024 |
| October 2023 | $314,419,926 | 8 | March 15, 2023 |
| October 2022 | $340,603,083 | 7 | March 23, 2022 |
| October 2021 | $291,143,931 | 7 | March 10, 2021 |
Regulatory assets under management: $291,143,931 in the October 2021 data and $460,887,057 in the October 2026 data, up 58%.
Total employees: 7 in October 2021 and 7 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 4 to 3.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. True North Retirement Advisors, LLC (CRD 290885): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/true-north-retirement-advisors-llc-clackamas-or-290885