# Glenn Rossman

> Glenn Rossman is a fee-only financial advisor at TrueWealth Financial Partners San Diego in Phoenix, Arizona. Glenn focuses on retirement planning, tax planning and estate & legacy planning. TrueWealth Financial Partners San Diego reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/glenn-rossman/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** TrueWealth Financial Partners San Diego
- **Based in:** Phoenix, Arizona
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $273.7M across 477 accounts
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 5936809 (https://adviserinfo.sec.gov/individual/summary/5936809)
- **SEC registration:** Investment adviser representative in AZ, TX, WA
- **Exams passed:** Series 66 (2011)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.truewealthsandiego.com/

## Frequently asked questions

### Is Glenn Rossman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Glenn holds no broker registration, and TrueWealth Financial Partners San Diego reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Glenn charge for financial advice?

Glenn's firm, TrueWealth Financial Partners San Diego, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Glenn Rossman based?

Glenn Rossman is based in Phoenix, Arizona.

### What does Glenn specialize in?

Glenn's specialties include retirement planning, tax planning and estate & legacy planning. Glenn works with retirees and pre-retirees.

### Is Glenn Rossman registered with the SEC?

Yes. Glenn Rossman is registered as an investment adviser representative in AZ, TX and WA (CRD 5936809), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does TrueWealth Financial Partners San Diego manage?

TrueWealth Financial Partners San Diego reports $273.7M across 477 accounts in assets under management.

### How do I contact Glenn Rossman?

Through Glenn's website, www.truewealthsandiego.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5936809): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.truewealthsandiego.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.