Financial Decision Partners, LLC

Overview

Financial Decision Partners, LLC is a small, independent RIA focused on individual and family clients with a clear tilt toward publicly traded equities. The firm’s advisory work centers on financial planning and portfolio management for individuals and small businesses, delivered through fee models that include percentage of AUM, hourly charges and fixed fees. Public-equity exposure dominates client portfolios, indicating a manager preference for exchange-traded instruments and liquid equity strategies rather than concentrated private capital or extensive alternative allocations. The firm is not an active ESG investor, and its operating footprint is modest — the advisor manages a compact book of business that appears to prioritize personalized relationships and straightforward investment solutions over institutional-style capital allocation or pension consulting. Custody is handled primarily through Charles Schwab & Co., Inc., which signals reliance on mainstream custodial platforms and the broad set of ETFs, mutual funds and SMA capabilities those platforms provide.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices