{ "path": "/advisors/mo/kansas-city/for-high-net-worth-individuals", "url": "https://advisorcensus.com/advisors/mo/kansas-city/for-high-net-worth-individuals", "page_type": "metro_answer", "title": "Financial advisors for high-net-worth individuals in Kansas City, MO", "filters": {}, "scope_total": 168, "faq": [ { "q": "Which financial advisors in Kansas City, MO work with high-net-worth individuals?", "a": "168 investment advisory firms with a principal office in the Kansas City metro area report high-net-worth individuals among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one." }, { "q": "How many financial advisory firms are there in Kansas City, MO?", "a": "AdvisorCensus lists 252 investment advisory firms with a principal office in the Kansas City metro area, from Form ADV filings as of October 2026: 140 SEC-registered, 92 state-registered, and 20 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Kansas City, MO?", "a": "76 of the 252 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Kansas City, MO offer financial planning?", "a": "162 of the 232 firms in Kansas City, MO that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Kansas City, MO fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 76 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "Find financial advisors in Kansas City, MO who work with high-net-worth individuals. AdvisorCensus lists 168 investment advisory firms with a principal office in the Kansas City metro area that report high-net-worth individuals among their clients, as of October 2026. Reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically, and each firm's page lists its client types.", "about_market": "Kansas City has 252 investment advisory firms with a principal office in the metro area as of October 2026: 140 SEC-registered, 92 state-registered, and 20 exempt reporting advisers. 76 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 85 report under $100 million in regulatory assets under management. The metro area has 895,368 households, 108,099 of them with income of $200,000 or more, or 429 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors for high-net-worth individuals in Kansas City, MO: 168 firms from Form ADV filings as of October 2026.", "total_firms": 168, "page": 1, "total_pages": 4, "sort": "name", "registration_types": { "sec": 103, "state": 65, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 63 }, { "code": "percentage_of_aum", "count": 161 }, { "code": "hourly", "count": 91 }, { "code": "subscription", "count": 1 }, { "code": "fixed", "count": 116 }, { "code": "commissions", "count": 4 }, { "code": "performance_based", "count": 13 }, { "code": "other", "count": 24 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 51 }, { "code": "5_to_9", "count": 46 }, { "code": "10_to_19", "count": 46 }, { "code": "20_plus", "count": 25 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 25 }, { "code": "25m_100m", "count": 32 }, { "code": "100m_500m", "count": 58 }, { "code": "500m_1b", "count": 20 }, { "code": "1b_5b", "count": 18 }, { "code": "over_5b", "count": 12 }, { "code": "not_reported", "count": 3 } ], "firms": [ { "crd_number": 327580, "name": "503 Capital Partners, LLC", "name_as_filed": "503 CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/503-capital-partners-llc-leawood-ks-327580", "city": "Leawood", "state": "KS", "years_registered": 2, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 175232, "name": "Adaptive Advisory, LLC", "name_as_filed": "ADAPTIVE ADVISORY, LLC", "url": "https://advisorcensus.com/firm/adaptive-advisory-llc-olathe-ks-175232", "city": "Olathe", "state": "KS", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 155541, "name": "Allos Investment Advisors, LLC", "name_as_filed": "ALLOS INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/allos-investment-advisors-llc-overland-park-ks-155541", "city": "Overland Park", "state": "KS", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 116061, "name": "Aspen Wealth Management, Inc.", "name_as_filed": "ASPEN WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/aspen-wealth-management-inc-overland-park-ks-116061", "city": "Overland Park", "state": "KS", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 311368, "name": "Aspire Wealth Management", "name_as_filed": "ASPIRE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/aspire-wealth-management-overland-park-ks-311368", "city": "Overland Park", "state": "KS", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 107212, "name": "Aspyre Wealth Partners", "name_as_filed": "ASPYRE WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/aspyre-wealth-partners-overland-park-ks-107212", "city": "Overland Park", "state": "KS", "years_registered": 26, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 104995, "name": "Atwood & Palmer, Inc.", "name_as_filed": "ATWOOD & PALMER, INC.", "url": "https://advisorcensus.com/firm/atwood-and-palmer-inc-kansas-city-mo-104995", "city": "Kansas City", "state": "MO", "years_registered": 36, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 128161, "name": "Balanced Financial Planning, Inc.", "name_as_filed": "BALANCED FINANCIAL PLANNING, INC.", "url": "https://advisorcensus.com/firm/balanced-financial-planning-inc-overland-park-ks-128161", "city": "Overland Park", "state": "KS", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 284972, "name": "Bateman Capital Management, Inc.", "name_as_filed": "BATEMAN CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/bateman-capital-management-inc-leavenworth-ks-284972", "city": "Leavenworth", "state": "KS", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 144748, "name": "BCWM", "name_as_filed": "BCWM", "url": "https://advisorcensus.com/firm/bcwm-overland-park-ks-144748", "city": "Overland Park", "state": "KS", "years_registered": 19, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "commissions" ], "enhanced": false }, { "crd_number": 162231, "name": "Beyond Wealth", "name_as_filed": "BEYOND WEALTH", "url": "https://advisorcensus.com/firm/beyond-wealth-overland-park-ks-162231", "city": "Overland Park", "state": "KS", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105622, "name": "Black Capital Management, LLC", "name_as_filed": "BLACK CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/black-capital-management-llc-lee-s-summit-mo-105622", "city": "Lee'S Summit", "state": "MO", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 335077, "name": "BLDR Wealth LLC", "name_as_filed": "BLDR WEALTH LLC", "url": "https://advisorcensus.com/firm/bldr-wealth-llc-shawnee-ks-335077", "city": "Shawnee", "state": "KS", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 311530, "name": "Bluevine Advice", "name_as_filed": "BLUEVINE ADVICE", "url": "https://advisorcensus.com/firm/bluevine-advice-kansas-city-mo-311530", "city": "Kansas City", "state": "MO", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 147809, "name": "Boulder Investment Group", "name_as_filed": "BOULDER INVESTMENT GROUP", "url": "https://advisorcensus.com/firm/boulder-investment-group-overland-park-ks-147809", "city": "Overland Park", "state": "KS", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 151164, "name": "Buttonwood Financial Group, LLC", "name_as_filed": "BUTTONWOOD FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/buttonwood-financial-group-llc-kansas-city-mo-151164", "city": "Kansas City", "state": "MO", "years_registered": 17, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 312547, "name": "Cabin Advisors, LLC", "name_as_filed": "CABIN ADVISORS, LLC", "url": "https://advisorcensus.com/firm/cabin-advisors-llc-overland-park-ks-312547", "city": "Overland Park", "state": "KS", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 331165, "name": "Caliber Wealth Management, LLC", "name_as_filed": "CALIBER WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/caliber-wealth-management-llc-overland-park-ks-331165", "city": "Overland Park", "state": "KS", "years_registered": 2, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 306343, "name": "Canvas Wealth Advisors, LLC", "name_as_filed": "CANVAS WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/canvas-wealth-advisors-llc-shawnee-ks-306343", "city": "Shawnee", "state": "KS", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 113917, "name": "Capital Investment Management, Inc", "name_as_filed": "CAPITAL INVESTMENT MANAGEMENT, INC", "url": "https://advisorcensus.com/firm/capital-investment-management-inc-lee-s-summit-mo-113917", "city": "Lee'S Summit", "state": "MO", "years_registered": 14, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 324181, "name": "Centerpoint Advisory Group, LLC", "name_as_filed": "CENTERPOINT ADVISORY GROUP, LLC", "url": "https://advisorcensus.com/firm/centerpoint-advisory-group-llc-overland-park-ks-324181", "city": "Overland Park", "state": "KS", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 155291, "name": "Central States Capital Markets, LLC", "name_as_filed": "CENTRAL STATES CAPITAL MARKETS, LLC", "url": "https://advisorcensus.com/firm/central-states-capital-markets-llc-prairie-village-ks-155291", "city": "Prairie Village", "state": "KS", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 129625, "name": "Cetera Planning Partners", "name_as_filed": "CETERA PLANNING PARTNERS", "url": "https://advisorcensus.com/firm/cetera-planning-partners-leawood-ks-129625", "city": "Leawood", "state": "KS", "years_registered": 22, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 152435, "name": "Chladek Wealth Management, LLC", "name_as_filed": "CHLADEK WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/chladek-wealth-management-llc-shawnee-ks-152435", "city": "Shawnee", "state": "KS", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 116029, "name": "Clearpath Wealth Management, L.C.", "name_as_filed": "CLEARPATH WEALTH MANAGEMENT, L.C.", "url": "https://advisorcensus.com/firm/clearpath-wealth-management-l-c-overland-park-ks-116029", "city": "Overland Park", "state": "KS", "years_registered": 28, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "performance_based" ], "enhanced": false }, { "crd_number": 146147, "name": "Cobb Wealth Management, LLC", "name_as_filed": "COBB WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/cobb-wealth-management-llc-kansas-city-mo-146147", "city": "Kansas City", "state": "MO", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 332929, "name": "Collaborative Portfolio Management", "name_as_filed": "COLLABORATIVE PORTFOLIO MANAGEMENT", "url": "https://advisorcensus.com/firm/collaborative-portfolio-management-overland-park-ks-332929", "city": "Overland Park", "state": "KS", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 315970, "name": "Coplanning Financial LLC", "name_as_filed": "COPLANNING FINANCIAL LLC", "url": "https://advisorcensus.com/firm/coplanning-financial-llc-overland-park-ks-315970", "city": "Overland Park", "state": "KS", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 168203, "name": "Copper Financial", "name_as_filed": "COPPER FINANCIAL", "url": "https://advisorcensus.com/firm/copper-financial-lenexa-ks-168203", "city": "Lenexa", "state": "KS", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 140379, "name": "Cornerstone Securities LLC", "name_as_filed": "CORNERSTONE SECURITIES LLC", "url": "https://advisorcensus.com/firm/cornerstone-securities-llc-overland-park-ks-140379", "city": "Overland Park", "state": "KS", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 323565, "name": "Craft & Sage Wealth", "name_as_filed": "CRAFT & SAGE WEALTH", "url": "https://advisorcensus.com/firm/craft-and-sage-wealth-kansas-city-mo-323565", "city": "Kansas City", "state": "MO", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105348, "name": "Creative Planning", "name_as_filed": "CREATIVE PLANNING", "url": "https://advisorcensus.com/firm/creative-planning-overland-park-ks-105348", "city": "Overland Park", "state": "KS", "years_registered": 43, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 152974, "name": "Creativeone Securities, LLC", "name_as_filed": "CREATIVEONE SECURITIES, LLC", "url": "https://advisorcensus.com/firm/creativeone-securities-llc-overland-park-ks-152974", "city": "Overland Park", "state": "KS", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 281213, "name": "Creativeone Wealth, LLC", "name_as_filed": "CREATIVEONE WEALTH, LLC", "url": "https://advisorcensus.com/firm/creativeone-wealth-llc-overland-park-ks-281213", "city": "Overland Park", "state": "KS", "years_registered": 11, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 330835, "name": "Curtis Capital Advisors", "name_as_filed": "CURTIS CAPITAL ADVISORS", "url": "https://advisorcensus.com/firm/curtis-capital-advisors-overland-park-ks-330835", "city": "Overland Park", "state": "KS", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 143410, "name": "Davis Financial Management, Inc.", "name_as_filed": "DAVIS FINANCIAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/davis-financial-management-inc-overland-park-ks-143410", "city": "Overland Park", "state": "KS", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 306199, "name": "Delta Wealth Solutions, LLC", "name_as_filed": "DELTA WEALTH SOLUTIONS, LLC", "url": "https://advisorcensus.com/firm/delta-wealth-solutions-llc-north-kansas-city-mo-306199", "city": "North Kansas City", "state": "MO", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 315032, "name": "Derks Financial, LLC", "name_as_filed": "DERKS FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/derks-financial-llc-lees-summit-mo-315032", "city": "Lees Summit", "state": "MO", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 311903, "name": "Diversified Wealth Advisors, LLC", "name_as_filed": "DIVERSIFIED WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/diversified-wealth-advisors-llc-kansas-city-mo-311903", "city": "Kansas City", "state": "MO", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 318241, "name": "Divvi Wealth Management", "name_as_filed": "DIVVI WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/divvi-wealth-management-kansas-city-mo-318241", "city": "Kansas City", "state": "MO", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 317580, "name": "Dogwood Wealth Management, LLC", "name_as_filed": "DOGWOOD WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/dogwood-wealth-management-llc-lenexa-ks-317580", "city": "Lenexa", "state": "KS", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 333203, "name": "Dynamic Wealth LLC", "name_as_filed": "DYNAMIC WEALTH LLC", "url": "https://advisorcensus.com/firm/dynamic-wealth-llc-overland-park-ks-333203", "city": "Overland Park", "state": "KS", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 289996, "name": "Engage Wealth Advisors, LLC", "name_as_filed": "ENGAGE WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/engage-wealth-advisors-llc-overland-park-ks-289996", "city": "Overland Park", "state": "KS", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 307859, "name": "Epiphany Financial Coaching", "name_as_filed": "EPIPHANY FINANCIAL COACHING", "url": "https://advisorcensus.com/firm/epiphany-financial-coaching-overland-park-ks-307859", "city": "Overland Park", "state": "KS", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 317224, "name": "Equity Wealth Partners, LLC", "name_as_filed": "EQUITY WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/equity-wealth-partners-llc-independence-mo-317224", "city": "Independence", "state": "MO", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 128366, "name": "ETF Portfolio Partners, Inc.", "name_as_filed": "ETF PORTFOLIO PARTNERS, INC.", "url": 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