{
  "crd_number": 128366,
  "slug": "etf-portfolio-partners-inc-leawood-ks-128366",
  "primary_business_name": "ETF PORTFOLIO PARTNERS, INC.",
  "legal_name": "ETF PORTFOLIO PARTNERS, INC.",
  "dbas": [],
  "city": "Leawood",
  "state": "KS",
  "country": "United States",
  "cbsa_code": "28140",
  "metro": {
    "cbsa_code": "28140",
    "common_name": "Kansas City",
    "msa_name": "Kansas City, MO-KS",
    "path": "/advisors/mo/kansas-city"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-02-05",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-01-23",
  "carried_forward": false,
  "raum_total": 431143922.0,
  "raum_discretionary": 430744288.0,
  "raum_non_discretionary": 399634.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 8,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": null,
      "count": 0
    },
    "charitable": {
      "raum": 3498663.0,
      "count": 6
    },
    "individuals": {
      "raum": 98621411.0,
      "count": 322
    },
    "banking_thrift": {
      "raum": null,
      "count": 0
    },
    "state_municipal": {
      "raum": null,
      "count": 0
    },
    "insurance_companies": {
      "raum": null,
      "count": 0
    },
    "investment_companies": {
      "raum": null,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": null,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": null,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 321682146.0,
      "count": 107
    },
    "pooled_investment_vehicles": {
      "raum": null,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 7341702.0,
      "count": 8
    },
    "business_development_companies": {
      "raum": null,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": null,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "periodicals_newsletters",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "CA",
    "FL",
    "KS",
    "LA",
    "MO",
    "NC",
    "NE",
    "TX"
  ],
  "websites": [
    "https://etfportfoliopartners.com",
    "https://etfpp.com",
    "https://facebook.com/ETFPP",
    "https://linkedin.com/company/etf-portfolio-partners",
    "https://simpleetfportfolio.com",
    "https://thesmarterwaytoinvest.com",
    "https://twitter.com/ETFPARTNERS"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/128366",
  "disclosure_items": [
    {
      "item": "11.B(1)",
      "question": "In the past ten years, has the firm or an advisory affiliate been convicted of, or pleaded guilty or no contest to, a misdemeanor involving investments or an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these?"
    }
  ],
  "city_as_filed": "LEAWOOD",
  "url": "https://advisorcensus.com/firm/etf-portfolio-partners-inc-leawood-ks-128366",
  "display_name": "ETF Portfolio Partners, Inc.",
  "summary": "ETF Portfolio Partners, Inc. is an SEC-registered investment advisory firm in Leawood, KS, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 23, 2026.",
  "citation": "AdvisorCensus. ETF Portfolio Partners, Inc. (CRD 128366): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Publication of periodicals or newsletters"
  ],
  "quick_answers": [
    {
      "q": "How is ETF Portfolio Partners, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), ETF Portfolio Partners, Inc. reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does ETF Portfolio Partners, Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated January 23, 2026 states: Up to $1,000,000: 1% a year; $1,000,000 to $5,000,000: 0.75% a year; Above $5,000,000: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is ETF Portfolio Partners, Inc. located?",
      "a": "ETF Portfolio Partners, Inc.'s principal office is in Leawood, KS, according to its Form ADV; the February 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is ETF Portfolio Partners, Inc. registered with the SEC or a state?",
      "a": "ETF Portfolio Partners, Inc. is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 128366."
    },
    {
      "q": "How much does ETF Portfolio Partners, Inc. manage?",
      "a": "ETF Portfolio Partners, Inc. reports $431,143,922 in regulatory assets under management in its Form ADV filing dated January 23, 2026 (100% discretionary)."
    },
    {
      "q": "How have ETF Portfolio Partners, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for ETF Portfolio Partners, Inc.: Regulatory assets under management: $244,561,400 in the October 2021 data and $431,143,922 in the October 2026 data, up 76%. Total employees: 5 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does ETF Portfolio Partners, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (322); high net worth individuals (107); corporations or other businesses not listed above (8)."
    },
    {
      "q": "Which custodians does ETF Portfolio Partners, Inc. use?",
      "a": "ETF Portfolio Partners, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does ETF Portfolio Partners, Inc. report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.B(1) (conviction or plea for a listed misdemeanor in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/128366"
    },
    {
      "q": "Does ETF Portfolio Partners, Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated January 23, 2026 says: \"As a condition for starting and maintaining a relationship, ETF Portfolio Partners shall generally impose a minimum portfolio size of $250,000. ETF Portfolio Partners, at its sole discretion, may accept clients with smaller portfolios\""
    },
    {
      "q": "What changed in ETF Portfolio Partners, Inc.'s recent Form ADV filings?",
      "a": "In the February 2026 filing data: Regulatory assets under management went from $369,045,238 to $431,143,922 (+17%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 244561400.0,
      "total_employees": 5,
      "filing_date": "2021-02-04"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 296193936.0,
      "total_employees": 5,
      "filing_date": "2022-03-17"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 271204934.0,
      "total_employees": 6,
      "filing_date": "2023-02-15"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 325877865.0,
      "total_employees": 6,
      "filing_date": "2024-01-31"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 369045238.0,
      "total_employees": 6,
      "filing_date": "2025-07-17"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 431143922.0,
      "total_employees": 8,
      "filing_date": "2026-01-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Regulatory assets under management went from $369,045,238 to $431,143,922 (+17%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 3 to 4."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated January 23, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $1,000,000",
        "rate": "1%"
      },
      {
        "band": "$1,000,000 to $5,000,000",
        "rate": "0.75%"
      },
      {
        "band": "Above $5,000,000",
        "rate": "0.5%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$250,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $1,000,000: 1% a year",
          "$1,000,000 to $5,000,000: 0.75% a year",
          "Above $5,000,000: 0.5% a year"
        ],
        "quotes": [
          "Fees are negotiable for special circumstances and are calculated based upon the following schedule: Total Household Portfolio Market Value Annual Fee First $1,000,000 1.00% Next $4,000,000 0.75% Thereafter 0.50%"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $250,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "As a condition for starting and maintaining a relationship, ETF Portfolio Partners shall generally impose a minimum portfolio size of $250,000. ETF Portfolio Partners, at its sole discretion, may accept clients with smaller portfolios"
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 1000000.0,
          "rate_pct": 1.0
        },
        {
          "min": 1000000.0,
          "max": 5000000.0,
          "rate_pct": 0.75
        },
        {
          "min": 5000000.0,
          "max": null,
          "rate_pct": 0.5
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 250000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Fees are negotiable for special circumstances and are calculated based upon the following schedule: Total Household Portfolio Market Value Annual Fee First $1,000,000 1.00% Next $4,000,000 0.75% Thereafter 0.50%",
      "As a condition for starting and maintaining a relationship, ETF Portfolio Partners shall generally impose a minimum portfolio size of $250,000. ETF Portfolio Partners, at its sole discretion, may accept clients with smaller portfolios"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/etf-portfolio-partners-inc-leawood-ks-128366.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 322,
      "fewer_than_5": false,
      "raum": 98621411.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 107,
      "fewer_than_5": false,
      "raum": 321682146.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 6,
      "fewer_than_5": false,
      "raum": 3498663.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 8,
      "fewer_than_5": false,
      "raum": 7341702.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/128366",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}