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 organized as an LLC and SEC-registered in 2022. The firm serves both individual and family clients and institutional relationships, and it describes itself as a capital allocator that selects third-party managers when appropriate. Compensation arrangements include percentage-of-AUM fees as well as hourly and fixed-fee engagements. Core advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting work, and educational seminars and workshops. The firm does not identify itself as an active ESG investor.