# Groundwork Financial Partners

> Groundwork Financial Partners is a state-registered investment advisory firm, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 340435
- Filed as: GROUNDWORK FINANCIAL PARTNERS
- Legal name: Groundwork Financial Partners, PLLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Arizona
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/340435
- AdvisorCensus page: https://advisorcensus.com/firm/groundwork-financial-partners-340435

## Quick answers

**How is Groundwork Financial Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Groundwork Financial Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Groundwork Financial Partners registered with the SEC or a state?**
Groundwork Financial Partners is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 340435.

**How much does Groundwork Financial Partners manage?**
Groundwork Financial Partners reports $0 in regulatory assets under management in its Form ADV filing dated March 27, 2026.

**Does Groundwork Financial Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/340435

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- groundworkfinancialpartners.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Groundwork Financial Partners (CRD 340435): Form ADV filing data as of October 2026.