# Kathryn Kokenge

> Kathryn Kokenge is a fee-only financial advisor at TrueWealth Financial Partners San Diego in Bellevue, Washington, who holds the CFP and CFA credentials. Kathryn 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/kathryn-kokenge/
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
- **Credentials:** CFP, CFA
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 4564962 (https://adviserinfo.sec.gov/individual/summary/4564962)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 66 (2014)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.truewealthsandiego.com/

## Frequently asked questions

### Is Kathryn Kokenge a fee-only financial advisor?

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

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

### Where is Kathryn Kokenge based?

Kathryn Kokenge is based in Bellevue, Washington.

### What does Kathryn specialize in?

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

### What credentials does Kathryn Kokenge hold?

Kathryn Kokenge holds the CFP and CFA credentials.

### Is Kathryn Kokenge registered with the SEC?

Yes. Kathryn Kokenge is registered as an investment adviser representative in WA (CRD 4564962), 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 Kathryn Kokenge?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4564962): 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.