{
  "crd_number": 288644,
  "slug": "financial-partners-group-inc-overland-park-ks-288644",
  "primary_business_name": "FINANCIAL PARTNERS GROUP, INC.",
  "legal_name": "FINANCIAL PARTNERS GROUP, INC.",
  "dbas": [],
  "city": "Overland Park",
  "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": "2017-09-08",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 1145591375.0,
  "raum_discretionary": 1123073828.0,
  "raum_non_discretionary": 22517547.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 9,
  "advisory_employees": 9,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 675137.0,
      "count": 3,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 244157651.0,
      "count": 840
    },
    "high_net_worth_individuals": {
      "raum": 895580925.0,
      "count": 373
    },
    "corporations_other_businesses": {
      "raum": 5177662.0,
      "count": 2,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AR",
    "AZ",
    "CA",
    "CO",
    "FL",
    "GA",
    "IA",
    "IL",
    "KS",
    "LA",
    "MD",
    "MI",
    "MN",
    "MO",
    "NC",
    "NE",
    "NH",
    "NY",
    "OH",
    "OK",
    "PA",
    "TX",
    "VA",
    "WA"
  ],
  "websites": [
    "https://facebook.com/fpgkc",
    "https://fpgkc.com",
    "https://linkedin.com/company/financial-partners-group-llc",
    "https://twitter.com/ClaiborneJames"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/288644",
  "city_as_filed": "OVERLAND PARK",
  "url": "https://advisorcensus.com/firm/financial-partners-group-inc-overland-park-ks-288644",
  "display_name": "Financial Partners Group, Inc.",
  "summary": "Financial Partners Group, Inc. is an SEC-registered investment advisory firm in Overland Park, KS, registered since 2017, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Financial Partners Group, Inc. (CRD 288644): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Financial Partners Group, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Financial Partners Group, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Financial Partners Group, Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 states: Flat fee: $500 to $10,000 (financial plans); Hourly rate: $250 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Financial Partners Group, Inc. located?",
      "a": "Financial Partners Group, Inc.'s principal office is in Overland Park, KS, according to its Form ADV."
    },
    {
      "q": "Is Financial Partners Group, Inc. registered with the SEC or a state?",
      "a": "Financial Partners Group, Inc. is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 288644."
    },
    {
      "q": "How much does Financial Partners Group, Inc. manage?",
      "a": "Financial Partners Group, Inc. reports $1,145,591,375 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (98% discretionary)."
    },
    {
      "q": "How have Financial Partners Group, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Financial Partners Group, Inc.: Regulatory assets under management: $568,317,927 in the October 2021 data and $1,145,591,375 in the October 2026 data, up 102%. Total employees: 9 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Financial Partners Group, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (840); high net worth individuals (373); charitable organizations (3)."
    },
    {
      "q": "Which custodians does Financial Partners Group, Inc. use?",
      "a": "Financial Partners Group, 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 Financial Partners Group, Inc. report any disciplinary disclosures?",
      "a": "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/288644"
    },
    {
      "q": "What changed in Financial Partners Group, Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $973,306,348 to $1,145,591,375 (+18%). Registered or notice-filed in OH."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 568317927.0,
      "total_employees": 9,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 716595144.0,
      "total_employees": 9,
      "filing_date": "2022-03-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 681973614.0,
      "total_employees": 9,
      "filing_date": "2023-03-22"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 859665237.0,
      "total_employees": 9,
      "filing_date": "2024-06-06"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 973306348.0,
      "total_employees": 9,
      "filing_date": "2025-05-12"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1145591375.0,
      "total_employees": 9,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $973,306,348 to $1,145,591,375 (+18%).",
        "Registered or notice-filed in OH."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $500 to $10,000 (financial plans)",
      "Hourly rate: $250 an hour (financial planning services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $500 to $10,000 (financial plans)"
        ],
        "quotes": [
          "Fixed fees for financial plans range from $500 to $10,000."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 an hour (financial planning services)"
        ],
        "quotes": [
          "Our hourly rate is $250.00."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 500.0,
          "max": 10000.0,
          "period": "one_time",
          "service": "financial plans"
        },
        {
          "kind": "hourly",
          "amount": 250.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning services"
        }
      ]
    },
    "quotes": [
      "Fixed fees for financial plans range from $500 to $10,000.",
      "Our hourly rate is $250.00."
    ],
    "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/financial-partners-group-inc-overland-park-ks-288644.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 840,
      "fewer_than_5": false,
      "raum": 244157651.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 373,
      "fewer_than_5": false,
      "raum": 895580925.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 3,
      "fewer_than_5": true,
      "raum": 675137.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 2,
      "fewer_than_5": true,
      "raum": 5177662.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "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/288644",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}