Rothschild Financial Partners, LLC

Overview

Rothschild Financial Partners, LLC is a limited liability company that describes its core advisory work as financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. The firm is registered with the SEC (registered in 2026). Its fee model is flexible, combining a percentage-of-AUM component with the option for hourly and fixed-fee engagements. The firm is identified as a capital allocator and is listed as a related adviser, and its ownership is reported as a mix of a domestic entity and individual owners. Rothschild Financial Partners does not present itself as an active ESG investor. The firm's industry affiliations include relationships with broker-dealers and other investment advisers, which aligns with its stated activity of selecting outside managers and advisers on behalf of clients. That placement suggests the firm’s value proposition leans toward curated manager selection and coordinating outsourced investment solutions rather than a purely in-house, product-centric asset management model.

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Location & Offices