Financial Partners Group, Inc.
Firm details
- Headquarters
- Overland Park, Kansas
- CRD number
- 288644
- Registered since
- September 8, 2017
- Website
- www.financialpg.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.18%
- Individuals21.31%
- Corporations / Businesses0.45%
- Charitable Organizations0.06%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Financial Partners Group, Inc. is an independent, SEC-registered advisory firm (registered in 2017) that serves both individuals/families and institutional clients. The firm operates as a capital allocator and provides a mix of financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Its fee arrangements include percentage-of-AUM fees alongside hourly and fixed-fee engagements. Financial Partners Group lists industry relationships with accountants and an insurance company and does not identify 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
- Public Funds/Mutual Funds79%
- Exchange Traded Equities14%
- Cash & Cash Equivalents5%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
2 of 2
Joshua Britton
Chief Investment OfficerCRD 4731865
Derek Mcdermott
Chief Operations OfficerCRD 5133679
Contacts
3 of 7
Samuel Mellinger
Wealth ManagerCRD 4026218
Matthew Queen
Wealth ManagerCRD 4136265
Christian Dunker
Wealth ManagerCRD 6528525
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 216Active vs passive
$881M in ETFs
79%
$699M
17%
$182M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $106M | 138,545 | 12.04% |
Location
Overland Park, KS
Johnson
Location
Overland Park, KS
Headquartered in Overland Park, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Johnson
- Address
- 10925 Antioch Rd
- Time zone
- CT (UTC-6)
- Office locations
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