True North Retirement Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500⁠-⁠$6,000

“For our financial planning only clients, fixed fees typically range from $2,500 - $6,000 per engagement, but will vary based on the scope and complexity of financial planning services required.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How True North Retirement Advisors, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “These fees are charged quarterly in advance and are pro-rated for partial billing periods at the commencement or termination of the advisory relationship based on the number of days the account was open during the subject quarter.”
• “Asset-based fees are charged to clients quarterly in advance.”
• “Any unearned fees paid in advance will be refunded promptly to the client and any earned but unpaid fees shall immediately become due and payable by client at termination.”

How True North Retirement Advisors, LLC’s fees compare

• Its flat or project fee of $2,500-$6,000 spans the Oregon median of $4,000. 53% of the 92 other Oregon planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Clackamas that publish a flat or project fee charge less.

About True North Retirement Advisors, LLC

• Firm size: 7 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2018 (8 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

365

Employees

7

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$460,887,057

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

290885

Website

truenorthretirementadvisors.com (opens in new tab)

Phone

(503) 387-6869

Can advise clients in 7 states: Arizona, California, Idaho, New Hampshire, Oregon, Texas, Washington

Other planners in Clackamas that publish fees

• Pinnacle Wealth AdvisorsClackamas$3,000⁠-⁠$5,000
• Summa Global Advisors, LLCClackamas$1,000⁠-⁠$20,000
• 2260 WestBend$450/hr, $3,000
• 5 Star InvestingMilton-freewater$250/qtr
• Aegis Financial AdvisoryLake Oswego$250/hr, $500
• Aerodigm Wealth LLCLake Oswego$225⁠-⁠$355/hr

Compare all 4 planners in Clackamas