TrueWealth Financial Partners

Updated today

Find your advisor

Client assets under management

$273,517,135

Clients

156

53% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$1,753,315

About

TrueWealth Financial Partners, LLC is a fee‑only registered investment adviser that primarily serves individual and high‑net‑worth clients with a stated focus on retirement planning; the firm also provides services to businesses and financial institutions. As of January 2026 it reports managing roughly $274 million and offers financial planning, portfolio construction, and risk‑management services.

The firm tailors portfolios to each client’s goals, time horizon and risk tolerance and can manage accounts on a discretionary or non‑discretionary basis, with an annual planning session and optional quarterly check‑ins as part of its client service model. Investment decisions draw on multiple methods — including behavioral, fundamental, technical/charting and cyclical analysis — and accounts are reviewed and rebalanced as conditions or client circumstances warrant.

TrueWealth is notable among similar team firms in that it acts as the sponsor and portfolio manager for its own wrap fee program (Strategic Wealth Management) while also offering LPL‑sponsored wrap programs, a structure the firm describes in its ADV Appendix. The ADV also discloses the firm’s use of client testimonials in advertising, and the firm generally requires a $500,000 minimum while stating it does not accept physical custody of client assets (fees may be deducted by custodial authorization).

Client services

Financial planning Portfolio management

Expertise

Retirement income strategy Social Security optimization Income planning Cash flow / budgeting

Fee options

Fixed

Fixed financial planning fees generally range from $1,000 to $4,000

Percentage

up to 2.00% annually, fees are negotiable and may be higher depending on scope, complexity, time, or expertise required

Project-based

$150 to $350 per hour for financial planning consulting services

Other

Account minimum: $500,000 Fee-only: Investment advisory fees generally do not exceed 2.00% of assets under management; fees are paid quarterly in advance; financial planning fees offered on hourly or fixed basis

Main office location

TrueWealth Financial Partners

915 118 Th Ave Se, Suite 140

Bellevue WA 98005, United States

Number of offices

Most active in

Arizona · California · North Dakota · Texas · Washington

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 425-615-7360

Advisors at this firm

Kathryn K

CFP®, CFA®, Series 66

Bellevue, WA

TrueWealth Financial Partners

Kathryn Kokenge is a CFP® and CFA® with nine years of industry experience. She currently serves as a financial advisor at TrueWealth Financial Partners, joining the firm in 2024 after roles at Parametric Portfolio Associates and Russell Financial Services. Kathryn took a career break from 2017 to 2021. TrueWealth Financial Partners provides fee-only financial planning and investment advisory services primarily to individual and high-net-worth clients, focusing on retirement planning. The firm offers portfolio management, tailored retirement and risk-management planning, and standalone financial planning, employing a family-first approach with ongoing account supervision and multiple investment analysis methods.

Retirement income strategy Social Security optimization Income planning Cash flow / budgeting

Jamie L

Series 66

Bellevue, WA

TrueWealth Financial Partners

Jamie Langlow is a financial advisor at TrueWealth Financial Partners with one year of industry experience. He holds the Series 66 designation and previously worked at Fidelity Investments. TrueWealth Financial Partners provides fee-only financial planning and investment advisory services primarily to individual and high-net-worth clients, focusing on retirement planning and offering portfolio management, tailored retirement and risk-management planning, and standalone or hourly financial planning engagements. The firm employs a “family first” approach with ongoing account supervision and multiple investment analysis methods to align portfolios with client goals and risk tolerances.

Retirement income strategy Social Security optimization Income planning Cash flow / budgeting

Patrick S

Series 66

Bellevue, WA

TrueWealth Financial Partners

Patrick Severson is a financial advisor at TrueWealth Financial Partners with 13 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, LLC for eight years. Severson also maintains a separate business entity for tax and investment purposes. TrueWealth Financial Partners provides fee-only financial planning and investment advisory services primarily to individual and high-net-worth clients, focusing on retirement planning. The firm offers portfolio management, tailored retirement and risk-management planning, and standalone or hourly financial planning, using multiple analysis methods to customize portfolios according to client goals and risk tolerances.

Retirement income strategy Social Security optimization Income planning Cash flow / budgeting

Glenn R

Series 66

Phoenix, AZ

TrueWealth Financial Partners

Glenn Rossman is a financial advisor at TrueWealth Financial Partners with 14 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, LLC for eight years. Rossman also operates a personal business entity for tax and investment purposes. TrueWealth Financial Partners offers fee-only financial planning and investment advisory services primarily to individual and high-net-worth clients, with a focus on retirement planning. The firm employs a “family first” approach and utilizes multiple analysis methods to tailor portfolios, managing approximately $225 million in discretionary assets.

Retirement income strategy Social Security optimization Income planning Cash flow / budgeting

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support