Corey Bryant Long

CFP

14 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningEducation PlanningEstate PlanningTax PlanningCharitable GivingBusiness OwnersHigh Net Worth

True North Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

30 advisors

Number of Clients

921 clients

Average Client Portfolio

$4.9M average

Assets Under Management

$4.5B

Fee Structure

Minimum Investment:$5M

Financial Planning:Included in AUM fee

Location

12707 Nutty Brown Road, Suite A15, Austin, TX, 78737

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

True North Advisors, LLC

September 2024 - Present · 1 yr 5 mos

Previous Registrations

Clear Rock Advisors, LLC

December 2020 - September 2024 · 3 yrs 9 mos

Polaris Wealth Advisory Group

April 2018 - December 2020 · 2 yrs 8 mos

Raub Brock Capital Management, LP

March 2015 - April 2018 · 3 yrs 1 mo

Strategic Advisers, INC.

December 2010 - March 2015 · 4 yrs 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.