Root Financial Partners

RIASEC Registered

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 RIA organized as an LLC that operates as a capital allocator for both individual/family and institutional clients. The firm is registered with the SEC (registered in 2022) and reports a mix of fee arrangements, including a percentage of AUM, hourly charges, and fixed fees. Service offerings emphasize wealth planning and portfolio management for individuals and small businesses, along with selection-of-advisers work, pension consulting services, and educational seminars or workshops. The firm does not identify as an active ESG investor. Ownership is listed as individual, and the business model blends advisory and allocator functions rather than acting solely as a discretionary asset manager.