Brett David Hoover

26 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningEducation PlanningEstate PlanningTax PlanningCharitable GivingBusiness OwnersHigh Net Worth

True North Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

30 advisors

Number of Clients

921 clients

Average Client Portfolio

$4.9M average

Assets Under Management

$4.5B

Fee Structure

Minimum Investment:$5M

Financial Planning:Included in AUM fee

Location

312 Railroad Avenue, Suite 201, Danville, CA, 94526

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Brett is a board advisor for ASG Behavioral Health Super Holdings LLC, a cloud-based behavioral health EHR, since 2021. He advises the company on strategic initiatives and other consulting services, dedicating minimal time to this activity.