Firm
TrueWealth Financial Partners San Diego
Bellevue, Washington
Fee-only
TrueWealth Financial Partners San Diego at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 5 advisors are listed here; 1 of 5 hold the CFP.
- Its Form ADV reports 4 employees and 156 individual clients, 82 of them high net worth.
- Its average account is about $574,000 (assets it manages divided by its 477 accounts).
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Bellevue, Washington |
|---|---|
| Website | truewealthsandiego.com |
| Phone | (425) 615-7360 |
TrueWealth Financial Partners San Diego fees
TrueWealth Financial Partners San Diego doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $274 million |
| Individual clients | 74 |
| High-net-worth clients | 82 |
| Accounts managed | 477 |
| Employees | 4 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-122242) |
| Financial planning | Offered |
| Form ADV filed | May 1, 2026 |
| SEC record | CRD 316079 |