Todd Micciche
True North Retirement Advisors · Clackamas, Oregon
Todd Micciche is a fee-only financial advisor at True North Retirement Advisors in Clackamas, Oregon. Todd 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 4740375 |
| Exams passed | Series 63 (2005) · Series 65 (2008) |
| Firm size | 7 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.truenorthretirementadvisors.com |
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Questions about Todd
Is Todd Micciche a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Todd 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 Todd charge for financial advice?
Todd's firm, True North Retirement Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Todd Micciche based?
Todd Micciche is based in Clackamas, Oregon.
What does Todd specialize in?
Todd's specialties include retirement planning, founders (pre-exit) and small business owners. Todd works with founders, retirees, pre-retirees and divorced individuals.
Is Todd Micciche registered with the SEC?
Yes. Todd Micciche is registered as an investment adviser representative in CA, NH, OR, TX and WA (CRD 4740375), 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 True North Retirement Advisors manage?
True North Retirement Advisors reports $460.9M across 1,140 accounts in assets under management.
How do I contact Todd Micciche?
Through Todd'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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