Kathryn Kokenge is a CFA, CFP-designated registered investment advisor at Truewealth Financial Partners, based in Bellevue, WA, with 9 years of industry experience. Kathryn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 148 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TrueWealth Financial Partners charges a percentage of your portfolio each year. The exact percentage will not exceed 2.00% of the value of your portfolio, unless the scope, complexity, amount of time or expertise required warrant a higher fee. Fees are paid quarterly in advance.
Location
915 118th Ave SE, Suite 140, Bellevue, WA, 98005
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Truewealth Financial Partners
Previous Registrations
Russell Investments
Russell Investments Financial Services, LLCBroker
Cornerstone Advisors INC
State Registrations1 state
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