# Advantage Wealth Partners

> Advantage Wealth Partners is an SEC-registered investment advisory firm in Fort Myers, FL, registered since 2024, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 329635
- Filed as: ADVANTAGE WEALTH PARTNERS
- Legal name: Tounjian Advisory Partners LLC
- Also doing business as: ADVANTAGE WEALTH PARTNERS, SAVING THE INVESTOR
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fort Myers, FL
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/329635
- AdvisorCensus page: https://advisorcensus.com/firm/advantage-wealth-partners-fort-myers-fl-329635

## Quick answers

**How is Advantage Wealth Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Advantage Wealth Partners reports these compensation arrangements: a percentage of assets under its management.

**How much does Advantage Wealth Partners charge?**
Its Form ADV Part 2A brochure dated March 11, 2026 states: Asset-based fee: 0.6% to 1.4% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Advantage Wealth Partners located?**
Advantage Wealth Partners' principal office is in Fort Myers, FL, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Advantage Wealth Partners registered with the SEC or a state?**
Advantage Wealth Partners is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329635.

**How much does Advantage Wealth Partners manage?**
Advantage Wealth Partners reports $675,467,357 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (100% discretionary).

**How have Advantage Wealth Partners' assets and staff changed since 2024?**
In the Form ADV data for Advantage Wealth Partners: Regulatory assets under management: $459,031,318 in the October 2024 data and $675,467,357 in the October 2026 data, up 47%. Total employees: 8 in October 2024 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Advantage Wealth Partners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (373); high net worth individuals (197); pension and profit sharing plans (but not the plan participants or government pension plans) (7).

**Which custodians does Advantage Wealth Partners use?**
Advantage Wealth Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Advantage Wealth Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/329635

**What changed in Advantage Wealth Partners' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $518,345,692 to $675,467,357 (+30%). Added the business name Advantage Wealth Partners. No longer lists the business name Advantage Retirement Group. Registered or notice-filed in DE. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 11, 2026)

- Asset-based fee: 0.6% to 1.4% a year (a range, as the brochure states it)

> Fees range from 0.60% to 1.40% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $675,467,357
- Discretionary: $675,467,357
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 373 | $192,077,127 |
| High net worth individuals | 197 | $457,668,714 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $15,305,851 |
| Corporations or other businesses not listed above | 6 | $10,415,665 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 10 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, DE, FL, MI, NH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Naples, FL

### Websites listed on Form ADV (Item 1.I)
- advantagewealthpartners.com
- Facebook @AdvantageRetirementGroup
- Instagram @advantageretirementgroup
- LinkedIn @alfie-m-tounjian-cfp®-rfc-08411426
- YouTube @advantageretirementgroup
- YouTube @UCZdwXNurWEQ8r_DS4KeOFoQ

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $459,031,318 | 8 | September 18, 2024 |
| October 2025 | $518,345,692 | 9 | July 25, 2025 |
| October 2026 | $675,467,357 | 10 | March 11, 2026 |

Regulatory assets under management: $459,031,318 in the October 2024 data and $675,467,357 in the October 2026 data, up 47%.
Total employees: 8 in October 2024 and 10 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $518,345,692 to $675,467,357 (+30%).
- Added the business name Advantage Wealth Partners.
- No longer lists the business name Advantage Retirement Group.
- Registered or notice-filed in DE.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Advantage Wealth Partners (CRD 329635): Form ADV filing data as of October 2026.