# ETF Portfolio Partners, Inc.

> 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.

- CRD: 128366
- Filed as: ETF PORTFOLIO PARTNERS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Leawood, KS
- Filing period: October 2026
- Form ADV filing dated: January 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/128366
- AdvisorCensus page: https://advisorcensus.com/firm/etf-portfolio-partners-inc-leawood-ks-128366

## Quick answers

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

**What does ETF Portfolio Partners, Inc.'s brochure say about its fees?**
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.

**Where is ETF Portfolio Partners, Inc. located?**
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).

**Is ETF Portfolio Partners, Inc. registered with the SEC or a state?**
ETF Portfolio Partners, Inc. is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 128366.

**How much does ETF Portfolio Partners, Inc. manage?**
ETF Portfolio Partners, Inc. reports $431,143,922 in regulatory assets under management in its Form ADV filing dated January 23, 2026 (100% discretionary).

**How have ETF Portfolio Partners, Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does ETF Portfolio Partners, Inc. serve?**
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).

**Which custodians does ETF Portfolio Partners, Inc. use?**
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.

**Does ETF Portfolio Partners, Inc. report any disciplinary disclosures?**
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

**Does ETF Portfolio Partners, Inc. state an account minimum?**
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"

**What changed in ETF Portfolio Partners, Inc.'s recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $369,045,238 to $431,143,922 (+17%).

## 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 January 23, 2026)

- 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 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%

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> 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

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

### Custodians (Schedule D, Section 5.K(3))
- 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: $431,143,922
- Discretionary: $430,744,288
- Non-discretionary: $399,634

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 322 | $98,621,411 |
| High net worth individuals | 107 | $321,682,146 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 6 | $3,498,663 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 8 | $7,341,702 |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2015 (11 years)
- Employees: 8 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, KS, LA, MO, NC, NE, TX
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.B(1): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/128366

### Other offices (Schedule D, Section 1.F), as of the February 2026 filing
- Butler, MO

### Websites listed on Form ADV (Item 1.I)
- etfportfoliopartners.com
- etfpp.com
- simpleetfportfolio.com
- thesmarterwaytoinvest.com
- Facebook @ETFPP
- LinkedIn @etf-portfolio-partners
- X @ETFPARTNERS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $244,561,400 | 5 | February 4, 2021 |
| October 2022 | $296,193,936 | 5 | March 17, 2022 |
| October 2023 | $271,204,934 | 6 | February 15, 2023 |
| October 2024 | $325,877,865 | 6 | January 31, 2024 |
| October 2025 | $369,045,238 | 6 | July 17, 2025 |
| October 2026 | $431,143,922 | 8 | January 23, 2026 |

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.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $369,045,238 to $431,143,922 (+17%).

### December 2025
- Employees performing advisory functions went from 3 to 4.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. ETF Portfolio Partners, Inc. (CRD 128366): Form ADV filing data as of October 2026.