David Wilson is a registered investment advisor at True North Retirement Advisors, LLC, based in Clackamas, OR, with 44 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 382 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fees typically vary between 0.40% and 1.00% of the market value of assets under management. Fees are generally not negotiable.
Fee Estimator
Location
10151 SE Sunnyside Road, #400, Clackamas, OR, 97015
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
David is a board member of the Z Man Scholarship Foundation and helps raise money for Seton Catholic High School. He also volunteers as a teacher of an investment course at Seton Catholic High School, dedicating minimal time to each activity.
Employment History
Current Registrations
True North Retirement Advisors, LLC
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Wachovia Securities, LLCBroker
A. G. Edwards & Sons, INC.Broker
Hammerbeck and Company, INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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