UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
6yrs
Based in Dallas, Texas, Aaron Lang is a fiduciary financial advisor with 6 years of industry experience. Aaron joined True North Advisors in 2024, after four years at Clear Rock Advisors. Aaron holds the CFA designation.
One of 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office3131 Turtle Creek Suite 1300, Dallas, TX 75219
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$3.84 million
Advisors at the firm32
States licensed ?1 state
Services through True North Advisors
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2024 – nowTrue North Advisors, LLCCurrent firm
- 2020 – 2024Clear Rock Advisors, LLCPreviously
Contact Aaron
(214) 360-7300True North Advisors main office 3131 Turtle Creek Suite 1300Dallas, TX 75219Office · Get directions Firm websiteHTTP://WWW.TRUENORTHADVISORS.COM
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Questions to ask Aaron
Tailored to Aaron’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Aaron
How do I contact Aaron?
Call True North Advisors at (214) 360-7300 and ask for Aaron Lang. Aaron works from the Dallas, TX office.
How long has Aaron been a financial advisor?
Aaron has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Aaron hold?
Series 65. Tap any license on this page to see what it allows.
Is Aaron a fiduciary?
Aaron is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Aaron paid?
True North Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Aaron for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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