Glenn Rossman
TrueWealth Financial Partners San Diego · Phoenix, Arizona
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Assets under management | $273.7M across 477 accounts |
| SEC registration | Investment adviser representative in AZ, TX, WA · CRD 5936809 |
| Exams passed | Series 66 (2011) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.truewealthsandiego.com |
| Profile |
How Glenn's firm compares
- TrueWealth Financial Partners San Diego's average account is about $574,000, from its Form ADV (assets managed divided by 477 accounts).
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Questions about Glenn
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- TrueWealth Financial Partners San Diego website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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