Rothschild Financial Partners, LLC

Overview

Rothschild Financial Partners, LLC is a limited liability company that registered with the SEC in 2026. The firm identifies as both a domestic entity and an individual owner type and is classified in FINTRX as unclassified. It reports acting as a capital allocator and is noted as a related adviser to at least one other advisory entity. Industry affiliations include a broker‑dealer and another investment adviser. Advisory services are centered on financial planning, portfolio management for individuals and small businesses, and the selection of other advisers — indicating a model that combines direct client advising with outsourcing or referral to sub‑advisers. The firm reports multiple fee arrangements (a percentage of assets under management, hourly charges, and fixed fees) and does not identify as an active ESG investor.

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Investments & Alternatives

Location & Offices