Samuel Wisneski
TrueWealth Financial Partners San Diego · Bellevue, Washington
Samuel Wisneski is a fee-only financial advisor at TrueWealth Financial Partners San Diego in Bellevue, Washington. Samuel 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 |
| SEC registration | Investment adviser representative in WA, WI · CRD 7684934 |
| Exams passed | Series 66 (2023) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.truewealthsandiego.com |
How Samuel'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 Samuel
Is Samuel Wisneski a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Samuel 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 Samuel charge for financial advice?
Samuel's firm, TrueWealth Financial Partners San Diego, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Samuel Wisneski based?
Samuel Wisneski is based in Bellevue, Washington.
What does Samuel specialize in?
Samuel's specialties include retirement planning, tax planning and estate & legacy planning. Samuel works with retirees and pre-retirees.
Is Samuel Wisneski registered with the SEC?
Yes. Samuel Wisneski is registered as an investment adviser representative in WA and WI (CRD 7684934), 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 Samuel Wisneski?
Through Samuel'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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