Patrick Severson is a registered investment advisor at Truewealth Financial Partners, based in Bellevue, WA, with 13 years of industry experience. Patrick 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.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Patrick formed Patrick Severson, LLC in 2022 for tax/investment purposes only. He spends minimal time on this activity.
Employment History
Current Registrations
Truewealth Financial Partners
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.