# Jamie Langlow

> Jamie Langlow is a fee-only financial advisor at TrueWealth Financial Partners San Diego in Bellevue, Washington. Jamie 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/jamie-langlow/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** TrueWealth Financial Partners San Diego
- **Based in:** Bellevue, Washington
- **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:** 7750412 (https://adviserinfo.sec.gov/individual/summary/7750412)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 66 (2023)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.truewealthsandiego.com/

## Frequently asked questions

### Is Jamie Langlow a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jamie 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 Jamie charge for financial advice?

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

### Where is Jamie Langlow based?

Jamie Langlow is based in Bellevue, Washington.

### What does Jamie specialize in?

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

### Is Jamie Langlow registered with the SEC?

Yes. Jamie Langlow is registered as an investment adviser representative in WA (CRD 7750412), 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 Jamie Langlow?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7750412): 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.