ROOT FINANCIAL PARTNERS

RIASEC RegisteredEst. 2022

Total AUM

$2.1B

Discretionary

$2.1B

100% of AUM

Avg account

$523K

Accounts

4,110

Employees

Advisory reps

Firm details

Headquarters: AUSTIN, Texas
CRD number: 290289
Registered since: July 8, 2022
Website: rootfinancialpartners.com
Custodians: CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI95.8%
Individuals3.88%
Pension & Profit Sharing Plans0.31%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Root Financial Partners is an independent registered investment adviser formed as an LLC in 2022 and organized under individual ownership. The firm serves both high-net-worth individuals and families as well as institutional clients, operating as a capital allocator that mixes percentage-of-AUM billing with hourly and fixed-fee arrangements. Core services include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, selection and oversight of external managers, and pension consulting and educational workshops. The snapshot flags the firm as not being an active ESG investor. Its service footprint on the ADV emphasizes adviser-of-advisers activity (selection of other advisers) in addition to direct client portfolio management and financial planning.