Bradley Allen
Truenorth Wealth Advisors · Seattle, Washington
Bradley Allen is a fee-only financial advisor at Truenorth Wealth Advisors in Seattle, Washington, who holds the CFP credential. Truenorth Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Bradley →
Facts
| Firm | Truenorth Wealth Advisors |
|---|---|
| Based in | Seattle, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $321.7M across 580 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 2653706 |
| Exams passed | Series 63 (1995) · Series 65 (1998) |
| Firm size | 7 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.truenorthwa.com |
How Bradley's firm compares
- Truenorth Wealth Advisors's average account is about $555,000, from its Form ADV (assets managed divided by 580 accounts).
Request an introduction to Bradley
Tell Bradley a little about what you're looking for. Bradley isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Bradley
Is Bradley Allen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bradley holds no broker registration, and Truenorth Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bradley charge for financial advice?
Bradley's firm, Truenorth Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Bradley Allen based?
Bradley Allen is based in Seattle, Washington.
What credentials does Bradley Allen hold?
Bradley Allen holds the CFP credential.
Is Bradley Allen registered with the SEC?
Yes. Bradley Allen is registered as an investment adviser representative in WA (CRD 2653706), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Truenorth Wealth Advisors manage?
Truenorth Wealth Advisors reports $321.7M across 580 accounts in assets under management.
How do I contact Bradley Allen?
Through Bradley's website, www.truenorthwa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.