Root Financial Partners
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 290289
- Registered since
- July 8, 2022
- Website
- rootfinancialpartners.com
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI95.8%
- Individuals3.88%
- Pension & Profit Sharing Plans0.31%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Root Financial Partners is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm serves both individual and family clients and institutional relationships, and it describes itself as a capital allocator that selects third-party managers when appropriate. Compensation arrangements include percentage-of-AUM fees as well as hourly and fixed-fee engagements. Core advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting work, and educational seminars and workshops. The firm does not identify 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 Equities95%
- Cash & Cash Equivalents2%
- Investment Grade Corp Bonds1%
- Other1%
Owners & executives
1 of 1
Alexandra Stickelman
Chief Compliance OfficerCRD 6408420
Contacts
3 of 61
Christopher Brown
Lead AdvisorCRD 5686016
Chelsea English
Investment Advisor RepresentativeCRD 5893137
Hannah Lockard
Investment Advisor RepresentativeCRD 6910878
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 401Active vs passive
$4.6B in ETFs
14%
$639M
86%
$4B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US EQUITY MARKET ETF (DFUS) | Dimensional | Active | Large Blend | $426M | 5,198,745 | 9.27% |
Location
Austin, TX
Travis
Location
Austin, TX
Headquartered in Austin, TX, in the South of the United States.
- Region
- South
- County
- Travis
- Address
- 801 Barton Springs Rd
- Time zone
- CT (UTC-6)
- Office locations
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