# Patrick Severson

> Patrick Severson is a fee-only financial advisor at TrueWealth Financial Partners San Diego in Bellevue, Washington. Patrick 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/patrick-severson/
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:** 6108246 (https://adviserinfo.sec.gov/individual/summary/6108246)
- **SEC registration:** Investment adviser representative in TX, WA
- **Exams passed:** Series 66 (2012)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.truewealthsandiego.com/

## Frequently asked questions

### Is Patrick Severson a fee-only financial advisor?

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

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

### Where is Patrick Severson based?

Patrick Severson is based in Bellevue, Washington.

### What does Patrick specialize in?

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

### Is Patrick Severson registered with the SEC?

Yes. Patrick Severson is registered as an investment adviser representative in TX and WA (CRD 6108246), 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 Patrick Severson?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6108246): 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.