David Wilson
True North Retirement Advisors · Clackamas, Oregon
David Wilson is a fee-only financial advisor at True North Retirement Advisors in Clackamas, Oregon. David focuses on retirement planning, founders (pre-exit) and small business owners. True North Retirement Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Retirees
- Pre-retirees
- Divorced individuals
Facts
| Firm | True North Retirement Advisors |
|---|---|
| Based in | Clackamas, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $460.9M across 1,140 accounts |
| SEC registration | Investment adviser representative in CA, NH, OR, TX, WA · CRD 1050576 |
| Exams passed | Series 63 (1983) · Series 66 (2004) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.truenorthretirementadvisors.com |
| Profile |
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Questions about David
Is David Wilson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and True North Retirement Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, True North Retirement Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is David Wilson based?
David Wilson is based in Clackamas, Oregon.
What does David specialize in?
David's specialties include retirement planning, founders (pre-exit) and small business owners. David works with founders, retirees, pre-retirees and divorced individuals.
Is David Wilson registered with the SEC?
Yes. David Wilson is registered as an investment adviser representative in CA, NH, OR, TX and WA (CRD 1050576), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does True North Retirement Advisors manage?
True North Retirement Advisors reports $460.9M across 1,140 accounts in assets under management.
How do I contact David Wilson?
Through David's website, www.truenorthretirementadvisors.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 Retirement 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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