A complete list of active advisors currently associated with TrueWealth Financial Partners
Warmer can help you find a great advisor at TrueWealth Financial Partners or one who fits your needs even better.
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.
To learn more about the advisors currently working at TrueWealth Financial Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse TrueWealth Financial Partners's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Bellevue, WA
| 9
| |
Bellevue, WA
| 2
| |
Phoenix, AZ
| 15
| |
Bellevue, WA
| 13
| |
De Pere, WI
| 3
|
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