Kathryn Kokenge
TrueWealth Financial Partners San Diego · Bellevue, Washington
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Assets under management | $273.7M across 477 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in WA · CRD 4564962 |
| Exams passed | Series 66 (2014) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.truewealthsandiego.com |
How Kathryn'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 Kathryn
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.
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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