Root Financial Partners
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
FINTRXOverview
Root Financial Partners is an independent RIA organized as an LLC and registered with the SEC since 2022. The firm serves individuals, families and institutional clients and positions itself as a capital allocator and multi-service advisory practice. It charges fees on a percentage-of-AUM basis and also uses hourly and fixed-fee arrangements. Core advisory capabilities listed in filings include financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting services and educational seminars/workshops. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents2%
- Investment Grade Corp Bonds1%
- Other1%
Owners & executives
1 of 1
Alexandra Stickelman
Chief Compliance OfficerCRD 6408420
Contacts
3 of 58
Kenzie Passino
Associate AdvisorCRD 7612761
Chelsea Gonzales
Lead Financial AdvisorCRD 7440964
Carly Jeavons
Financial AdvisorCRD 6597513
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 758Active vs passive
$1.9B in ETFs
15%
$289M
84%
$1.6B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US EQUITY MARKET ETF (DFUS) | Dimensional | Active | Large Blend | $434M | 6,125,950 | 22.99% |
Location
Austin, TX
Travis
Location
Austin, TX
Headquartered in Austin, TX, in the South of the United States.
- Region
- South
- County
- Travis
- Address
- 801 Barton Springs Rd
- Time zone
- CT (UTC-6)
- Office locations
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