Financial Partners Group, Inc.

Overview

Financial Partners Group, Inc. is an independent, SEC-registered registered investment adviser that began its SEC registration in 2017 and is owned by individuals. The firm serves both high-net-worth individuals and families as well as institutional clients, acting not only as a portfolio manager but also as a capital allocator that places client capital with third-party managers. Its advisory offering includes financial planning, portfolio management for individuals and small businesses, pension consulting and selecting other advisers. The firm uses a mix of billing methods — asset-based fees, hourly charges and fixed-fee engagements — and does not position itself as an active ESG investor. Financial Partners Group maintains professional relationships with accountants and insurance companies, which appear to be part of its referral or service network. It does not present itself as a multi-state adviser in the provided data.

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Public Holdings

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Location & Offices