Patrick Severson
TrueWealth Financial Partners San Diego · Bellevue, Washington
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.
Request an introduction to Patrick →
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 |
| SEC registration | Investment adviser representative in TX, WA · CRD 6108246 |
| Exams passed | Series 66 (2012) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.truewealthsandiego.com |
How Patrick'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).
Request an introduction to Patrick
Tell Patrick a little about what you're looking for. Patrick isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Patrick
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.
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.
See something wrong? Request a correction. Read our methodology.