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Todd Micciche

True North Retirement Advisors, LLC
19 Years of Experience
Clackamas, OR
3 Disclosures
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Todd Micciche is a registered investment advisor at True North Retirement Advisors, LLC, based in Clackamas, OR, with 19 years of industry experience. Todd 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.

True North Retirement Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
382 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$460.9M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Clackamas, OR

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2020
Closed-No Action
Customer Dispute
November 2017
Settled
Customer Dispute
July 2016
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
True North Retirement Advisors, LLC
March 2022 - Present · 4 yrs 7 mos
Previous Registrations
CUNA Brokerage Services, INC.
December 2015 - February 2022 · 6 yrs 2 mos
CUNA Brokerage Services, INC.Broker
December 2015 - February 2022 · 6 yrs 2 mos
Key Investment Services LLCBroker
October 2011 - December 2015 · 4 yrs 2 mos
Key Investment Services LLC
October 2011 - December 2015 · 4 yrs 2 mos
Bancwest Investment Services, INC.Broker
February 2011 - April 2011 · 2 mos
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
January 2011 - April 2011 · 3 mos
Morgan Stanley & CO. Incorporated
February 2008 - July 2009 · 1 yr 5 mos
Morgan Stanley & CO. IncorporatedBroker
October 2007 - July 2009 · 1 yr 9 mos
Wm Financial Services, INC.Broker
July 2005 - January 2007 · 1 yr 6 mos
MML Investors Services, INC.Broker
March 2005 - May 2005 · 2 mos
World Group Securities, INC.Broker
June 2004 - March 2005 · 9 mos
State Registrations5 states
CANHORTXWA
Advisor

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
No exam information available for this advisor.
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