Karen O'Brien
Truenorth Wealth Advisors · Seattle, Washington
Karen O'Brien 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.
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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 4492812 |
| Exams passed | Series 65 (2001) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.truenorthwa.com |
How Karen's firm compares
- Truenorth Wealth Advisors's average account is about $555,000, from its Form ADV (assets managed divided by 580 accounts).
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Questions about Karen
Is Karen O'Brien a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Karen 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 Karen charge for financial advice?
Karen's firm, Truenorth Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Karen O'Brien based?
Karen O'Brien is based in Seattle, Washington.
What credentials does Karen O'Brien hold?
Karen O'Brien holds the CFP credential.
Is Karen O'Brien registered with the SEC?
Yes. Karen O'Brien is registered as an investment adviser representative in WA (CRD 4492812), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Truenorth Wealth Advisors manage?
Truenorth Wealth Advisors reports $321.7M across 580 accounts in assets under management.
How do I contact Karen O'Brien?
Through Karen'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.
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