# Financial Partners Group, Inc.

> 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.

- CRD: 288644
- Filed as: FINANCIAL PARTNERS GROUP, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Overland Park, KS
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/288644
- AdvisorCensus page: https://advisorcensus.com/firm/financial-partners-group-inc-overland-park-ks-288644

## Quick answers

**How is Financial Partners Group, Inc. compensated?**
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).

**How much does Financial Partners Group, Inc. charge?**
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.

**Where is Financial Partners Group, Inc. located?**
Financial Partners Group, Inc.'s principal office is in Overland Park, KS, according to its Form ADV.

**Is Financial Partners Group, Inc. registered with the SEC or a state?**
Financial Partners Group, Inc. is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 288644.

**How much does Financial Partners Group, Inc. manage?**
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).

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

**What types of clients does Financial Partners Group, Inc. serve?**
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).

**Which custodians does Financial Partners Group, Inc. use?**
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.

**Does Financial Partners Group, Inc. 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/288644

**What changed in Financial Partners Group, Inc.'s recent Form ADV filings?**
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.

## 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 March 30, 2026)

- Flat fee: $500 to $10,000 (financial plans)

> Fixed fees for financial plans range from $500 to $10,000.

- Hourly rate: $250 an hour (financial planning services)

> Our hourly rate is $250.00.

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: $1,145,591,375
- Discretionary: $1,123,073,828
- Non-discretionary: $22,517,547

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 840 | $244,157,651 |
| High net worth individuals | 373 | $895,580,925 |
| Charitable organizations | 3 | $675,137 |
| Corporations or other businesses not listed above | 2 | $5,177,662 |

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

### Firm details
- Registered since: 2017 (9 years)
- Employees: 9 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, AZ, CA, CO, FL, GA, IA, IL, KS, LA, MD, MI, MN, MO, NC, NE, NH, NY, OH, OK, PA, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fpgkc.com
- Facebook @fpgkc
- LinkedIn @financial-partners-group-llc
- X @ClaiborneJames

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $568,317,927 | 9 | March 30, 2021 |
| October 2022 | $716,595,144 | 9 | March 29, 2022 |
| October 2023 | $681,973,614 | 9 | March 22, 2023 |
| October 2024 | $859,665,237 | 9 | June 6, 2024 |
| October 2025 | $973,306,348 | 9 | May 12, 2025 |
| October 2026 | $1,145,591,375 | 9 | March 30, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $973,306,348 to $1,145,591,375 (+18%).
- Registered or notice-filed in OH.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Financial Partners Group, Inc. (CRD 288644): Form ADV filing data as of October 2026.