TRUE North Retirement Advisors, LLC
SEC RegisteredFinancial planning & business exit strategies for a secure and comfortable retirement.
About the firm
True North Retirement Advisors is a boutique retirement and business exit planning firm founded by father and daughter team David Wilson and Ashley Micciche after working together at large firms for over a decade. The firm provides retirement-focused financial planning, business exit planning, corporate retirement plan consulting, and investment management. True North operates as a fiduciary, committing to put clients' needs first.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement-focused financial planning, business exit planning, corporate retirement plan consulting (including 401(k) plans), and investment management.
Who they serve
Business owners planning for retirement and a business exit, as well as individuals seeking retirement-focused financial planning.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 241 | $91M |
| High Net Worth Individuals | 124 | $324M |
| Charitable Organizations | 17 | $45M |
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. TRUE North Retirement Advisors, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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