Financial Decision Partners, LLC
RIASEC Registered
Total AUM
$15.5M
Discretionary
$13.9M
89% of AUM
Avg account
$246K
Accounts
63
Employees
2
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 125981
- Website
- www.fdp-planners.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Financial Decision Partners, LLC is an independent, individually owned registered investment adviser serving individuals and families. The firm provides financial planning and portfolio management for individuals and small businesses and charges clients via a mix of AUM fees, hourly billing, and fixed fees. It is not positioned as a multi-state or pension consultant, and it does not market itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities94%
- Cash & Cash Equivalents6%
Contacts
1 of 1
Donald Mccarty
Founder and Certified Financial PlannerCRD 2268919
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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