TrueWealth Financial Partners logo

TrueWealth Financial Partners

Updated today
Find your advisor

Client assets under management

$273,517,135

Clients

156

53% high-net-worth

Advisors

4

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

39

Typical

Average account size

$1,753,315

About

TrueWealth Financial Partners provides fee‑only financial planning and portfolio management primarily to individual and high‑net‑worth clients, with a particular emphasis on retirement planning and related risk‑management services; the firm also makes services available to businesses and financial institutions. Accounts are managed on either a discretionary or non‑discretionary basis and services are individualized to clients’ goals, time horizons, and risk tolerances.

The firm’s investment process emphasizes tailored asset allocation (ranging from income and capital preservation to aggressive growth), continuous supervision, and periodic rebalancing, and it draws on multiple forms of analysis — behavioral, fundamental, technical/charting, and cyclical — when selecting investments. TrueWealth uses the LPL Financial custodial and sponsored platform suite for account custody and program access, and offers both comprehensive financial planning and limited hourly consulting engagements.

What is noteworthy about TrueWealth compared with many peers is that it operates its own wrap fee program, acting as wrap sponsor and portfolio manager, while also offering LPL‑sponsored wrap programs — a program‑sponsorship arrangement less common among similar firms. The firm’s ADV also indicates it uses client testimonials in its advertising and shows a relatively large asset base (about $274 million) managed by a compact advisory team, reflecting a combination of program‑level platform options with a small‑team service model.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Social Security optimization Income planning Business succession planning

Occupation focus

Executive Founder/Business Owner

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Find your advisor

Fee options

Fixed

Financial planning fixed fees range from $1,000 to $4,000

Percentage

up to 2.00% annually

Project-based

$150 to $350 per hour for consulting services

Other

Account minimum: $500,000 Fee-only: Hourly Fee: $150 to $350; Fixed Fee: $1,000 to $4,000 for financial planning services

Main office location

TrueWealth Financial Partners

11400 Se 8 Th Street, Suite 225

Bellevue WA 98004, United States

Number of offices

3

Most active in

More info

Arizona · California · North Dakota · Texas · Washington

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

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

Scroll left Scroll right
user avatar

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.

General retirement planning Social Security optimization Income planning Business succession planning Executive Founder/Business Owner
user avatar

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.

General retirement planning Social Security optimization Income planning Business succession planning Executive Founder/Business Owner
user avatar

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.

General retirement planning Social Security optimization Income planning Business succession planning Executive Founder/Business Owner
user avatar

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.

General retirement planning Social Security optimization Income planning Business succession planning Executive Founder/Business Owner
Warmer team member

Not sure where to start?

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

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

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

© 2026 Warmer Holdings Inc. ("Warmer")