# Financial Advisory Partners, LLC

> Financial Advisory Partners, LLC is an SEC-registered investment advisory firm in Winter Park, FL, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 22, 2026.

- CRD: 310914
- Filed as: FINANCIAL ADVISORY PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Winter Park, FL
- Filing period: October 2026
- Form ADV filing dated: July 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/310914
- AdvisorCensus page: https://advisorcensus.com/firm/financial-advisory-partners-llc-winter-park-fl-310914

## Quick answers

**How is Financial Advisory Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Financial Advisory Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Financial Advisory Partners, LLC charge?**
Its Form ADV Part 2A brochure dated July 22, 2026 states: Hourly rate: $350 an hour (general consulting services); Flat fee: up to $10,000 (modular (project-based) and/or broad-based financial planning); Subscription: up to $10,000 a month (annual, ongoing financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Financial Advisory Partners, LLC located?**
Financial Advisory Partners, LLC's principal office is in Winter Park, FL, according to its Form ADV.

**Is Financial Advisory Partners, LLC registered with the SEC or a state?**
Financial Advisory Partners, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 310914.

**How much does Financial Advisory Partners, LLC manage?**
Financial Advisory Partners, LLC reports $377,812,445 in regulatory assets under management in its Form ADV filing dated July 22, 2026 (100% discretionary).

**How have Financial Advisory Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Financial Advisory Partners, LLC: Regulatory assets under management: $266,266,574 in the October 2021 data and $377,812,445 in the October 2026 data, up 42%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Financial Advisory Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (91); individuals (other than high net worth individuals) (42); charitable organizations (7).

**Which custodians does Financial Advisory Partners, LLC use?**
Financial Advisory Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists RBC Capital Markets, LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Financial Advisory Partners, LLC 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/310914

**Does Financial Advisory Partners, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated July 22, 2026 says: "In general, we require a minimum of $100,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size."

**What changed in Financial Advisory Partners, LLC's recent Form ADV filings?**
In the August 2026 filing data: 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
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 22, 2026)

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> In general, we require a minimum of $100,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size.

- Hourly rate: $350 an hour (general consulting services)

> Our hourly fee is $350 and our fixed fees range up to $10,000. Typically, our hourly fee is billed for general consulting services and

- Flat fee: up to $10,000 (modular (project-based) and/or broad-based financial planning)

> Our hourly fee is $350 and our fixed fees range up to $10,000. Typically, our hourly fee is billed for general consulting services and our

- Subscription: up to $10,000 a month (annual, ongoing financial planning and consulting services)

> We also offer annual, ongoing financial planning and consulting services for a fixed monthly fee ranging up to $10,000.

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

### Custodians (Schedule D, Section 5.K(3))
- RBC Capital Markets, 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: $377,812,445
- Discretionary: $377,812,445
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 42 | $99,429,440 |
| High net worth individuals | 91 | $201,871,896 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $1,485,627 |
| Charitable organizations | 7 | $22,542,654 |
| Insurance companies | 1 | $12,969,596 |
| Corporations or other businesses not listed above | 4 | $39,513,232 |

### 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: 2021 (5 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, FL, GA, MI, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $266,266,574 | 3 | September 14, 2021 |
| October 2022 | $305,754,250 | 3 | July 21, 2022 |
| October 2023 | $270,706,893 | 3 | June 20, 2023 |
| October 2024 | $299,379,933 | 3 | March 5, 2024 |
| October 2025 | $325,063,700 | 3 | March 18, 2025 |
| October 2026 | $377,812,445 | 3 | July 22, 2026 |

Regulatory assets under management: $266,266,574 in the October 2021 data and $377,812,445 in the October 2026 data, up 42%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Updated its list of owners and control persons (Schedule A).

### June 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $325,063,700 to $377,812,445 (+16%).

### February 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Financial Advisory Partners, LLC (CRD 310914): Form ADV filing data as of October 2026.