Vetted Advisor's Table

Glenn Rossman
TrueWealth Financial Partners

Tel: 253-973-4277
915 118th Ave SE Ste 140
Bellevue, WA 98005
TrueWealth Financial Partners | Financial Advisor in Bellevue ,WA

We connect busy, successful clients with informed money decisions

About Glenn Rossman

Glenn Rossman is a Financial Planner who focuses his entire practice on working with clients who are retiring soon, or work for Boeing, Microsoft, or Amazon.

About TrueWealth Financial Partners

Are you retiring soon or work for Boeing, Microsoft, or Amazon? If so, you've found a financial planning firm that serves clients just like you. Most firms work with anybody and act as generalists. TrueWealth Financial Partners believes that clients get higher quality advice by hiring a planning firm that caters to their exact needs. That's why we choose to focus our practice on working with clients who are retiring soon, or work at Boeing, Microsoft, or Amazon.

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General Information

Firm Start Year:   2016
No. of Employees:   2-4
Insurance License#:   LIC795282
Name of Custodial Firm:   LPL Financial
States Licensed in:   All
Work Experience:   Glenn's professional background has been focused on mastering how to be the best possible advisor to clients retiring soon or working at Boeing, Microsoft, or Amazon.
Advisory Services Provided:   Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers, Wealth Management, Money Management, Financial Planning for Individuals, Estate Planning & Trusts, Retirement Planning, Portfolio Management, Financial Planning

Firm Information

Assets Managed by Firm:   $144,366,901

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $750,000


WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.



Additional Detailed Disclosures



Investment advice offered through TrueWealth Financial Partners, a registered investment advisor. Securities offered through LPL Financial, Member FINRA/SIPC. TrueWealth Financial Partners and LPL Financial are separate entities.


Registered Investment Advisor:


Acknowledged fiduciary:


Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Office Hours

Mon. 9:00 AM - 6:00 PM
Tue. 9:00 AM - 6:00 PM
Wed. 9:00 AM - 6:00 PM
Thu. 9:00 AM - 6:00 PM
Fri. 9:00 AM - 6:00 PM