Financial Advisory Partners, LLC

Overview

Financial Advisory Partners, LLC is an SEC-registered investment adviser organized as an LLC and operating as a capital allocator for both individual/family and institutional clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and selection of sub‑advisers. Its fee model includes percentage‑of‑AUM pricing alongside hourly and fixed‑fee arrangements, and it reports relationships with broker‑dealers, other investment advisers and banking/thrift institutions. The firm is not an active ESG investor and is not registered as a multistate adviser. Financial Advisory Partners has been SEC‑registered since 2021 and identifies ownership by a combination of domestic entity and individual owners. As a capital allocator it places client assets with third‑party managers when appropriate rather than relying exclusively on in‑house strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives