Rothschild Financial Partners, LLC

Overview

Rothschild Financial Partners, LLC is organized as a limited liability company and is registered with the SEC as of 2026. The firm's regulatory record lists it as a capital allocator that provides a mix of advisory services focused on individuals and small businesses. Core advisory activities identified in the record include financial planning, discretionary portfolio management for individual and small-business clients, and the selection of other advisers. The firm uses a flexible fee model that can include fees calculated as a percentage of assets under management, hourly charges, and fixed fees. The record notes industry affiliations that include a broker-dealer relationship and classification as another type of investment adviser. Rothschild Financial Partners is not flagged as an active ESG investor, is not a multi-state adviser, and is not designated as a pension consultant. The filing also indicates the entity is a related adviser to another firm.

Assets & Accounts