Conner McClure
True North Financial Advisors · Hilliard, Ohio
Conner McClure is a fee-only financial advisor at True North Financial Advisors in Hilliard, Ohio. Conner focuses on retirement planning and estate & legacy planning. True North Financial Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | True North Financial Advisors |
|---|---|
| Based in | Hilliard, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $50.1M across 154 accounts |
| SEC registration | Investment adviser representative in OH · CRD 7401259 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | truenorthfa.com |
| Profile |
How Conner's firm compares
- True North Financial Advisors's average account is about $326,000, from its Form ADV (assets managed divided by 154 accounts).
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Questions about Conner
Is Conner McClure a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Conner holds no broker registration, and True North Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Conner charge for financial advice?
Conner's firm, True North Financial Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Conner McClure based?
Conner McClure is based in Hilliard, Ohio.
What does Conner specialize in?
Conner's specialties include retirement planning and estate & legacy planning.
Is Conner McClure registered with the SEC?
Yes. Conner McClure is registered as an investment adviser representative in OH (CRD 7401259), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does True North Financial Advisors manage?
True North Financial Advisors reports $50.1M across 154 accounts in assets under management.
How do I contact Conner McClure?
Through Conner's website, truenorthfa.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
- True North Financial Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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.
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