Rothschild Financial Partners, LLC

Overview

Rothschild Financial Partners, LLC is a limited liability company that acts as a capital allocator and provides advisory services to individuals and small businesses. The firm is registered with the SEC in 2026 and is owned by a combination of a domestic entity and an individual. Its advisory mandate centers on financial planning, discretionary portfolio management for individual and small business clients, and the selection of other advisers. The firm uses a mix of fee arrangements, including a percentage of assets under management, hourly charges, and fixed fees. It maintains industry affiliations as a broker-dealer and as an investment adviser under a related-adviser structure, indicating it operates within multiple regulatory or affiliated entities. Rothschild Financial Partners is not identified as an active ESG investor, does not act as a pension consultant, and is not designated as a multi-state adviser in the provided snapshot.

Location & Offices