# Power Financial Partners, LLC

> Power Financial Partners, LLC is an SEC-registered investment advisory firm in Tampa, FL, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 12, 2026.

- CRD: 324253
- Filed as: POWER FINANCIAL PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tampa, FL
- Filing period: October 2026
- Form ADV filing dated: February 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/324253
- AdvisorCensus page: https://advisorcensus.com/firm/power-financial-partners-llc-tampa-fl-324253

## Quick answers

**How is Power Financial Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Power Financial Partners, LLC 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.

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

**Is Power Financial Partners, LLC registered with the SEC or a state?**
Power Financial Partners, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 324253.

**How much does Power Financial Partners, LLC manage?**
Power Financial Partners, LLC reports $329,142,012 in regulatory assets under management in its Form ADV filing dated February 12, 2026 (97% discretionary).

**How have Power Financial Partners, LLC's assets and staff changed since 2023?**
In the Form ADV data for Power Financial Partners, LLC: Regulatory assets under management: $213,036,205 in the October 2023 data and $329,142,012 in the October 2026 data, up 55%. Total employees: 3 in October 2023 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Power Financial Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (117); individuals (other than high net worth individuals) (106); high net worth individuals (27).

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

**Does Power Financial 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/324253

**What changed in Power Financial Partners, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $271,618,185 to $329,142,012 (+21%). Registered or notice-filed in TX.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $329,142,012
- Discretionary: $319,155,524
- Non-discretionary: $9,986,488

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 106 | $47,510,727 |
| High net worth individuals | 27 | $41,987,535 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 117 | $239,008,376 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $635,374 |
| Other | 0 | $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
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [powerfinancialpartners.com](https://powerfinancialpartners.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $213,036,205 | 3 | September 13, 2023 |
| October 2024 | $224,547,826 | 3 | March 20, 2024 |
| October 2025 | $271,618,185 | 3 | March 10, 2025 |
| October 2026 | $329,142,012 | 4 | February 12, 2026 |

Regulatory assets under management: $213,036,205 in the October 2023 data and $329,142,012 in the October 2026 data, up 55%.
Total employees: 3 in October 2023 and 4 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $271,618,185 to $329,142,012 (+21%).
- Registered or notice-filed in TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Power Financial Partners, LLC (CRD 324253): Form ADV filing data as of October 2026.