Continuum Financial Partners, LLC

RIAState Registered

Total AUM

$24.4M

Discretionary

$24.4M

100% of AUM

Avg account

$400K

Accounts

Employees

Advisory reps

Firm details

Headquarters: El Dorado Hills, California
CRD number: 165694
Website: continuumfinancialpartners.com
Custodians: CHARLES SCHWAB & CO., INC., ASSETMARK TRUST CO.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI94.85%
Pension & Profit Sharing Plans4.24%
Individuals0.91%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Continuum Financial Partners, LLC is an independent, California-based registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individual and family clients and functions as a capital allocator, offering financial planning, portfolio management for individuals and small businesses, pension-consulting related work, and the selection of other advisers. Its fee model includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements. Continuum does not identify as an active ESG investor and its regulatory footprint is state-level in California rather than multi-state.