Bellevue, WA SE 8th Street Office
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TrueWealth Financial Partners
Team
Firm-wide stats for TrueWealth Financial Partners
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.
Based on TrueWealth Financial Partners
Expertise
Based on TrueWealth Financial Partners
Location
11400 SE 8th Street, Suite 225
Bellevue WA 98004
Advisors at this office
3
Advisors at this office
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.
Jamie L
Series 66
Bellevue, WA
TrueWealth Financial Partners
Jamie Langlow is a financial advisor at TrueWealth Financial Partners in Bellevue, WA, holding a Series 66 designation with two years of industry experience. Prior to joining TrueWealth, Langlow worked at Fidelity Investments and has a background that includes roles in healthcare and fitness. Outside of advisory work, Langlow was involved with LivingFit CrossFit. TrueWealth Financial Partners offers fee-only financial planning and portfolio management primarily to individual and high-net-worth clients, focusing on retirement planning and risk management. The firm manages accounts on both discretionary and non-discretionary bases, tailoring services to clients’ goals, and operates its own wrap fee program alongside LPL-sponsored options.
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.
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