# Virtus Financial Partners

> Virtus Financial Partners is an SEC-registered investment advisory firm, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 23, 2026.

- CRD: 323365
- Filed as: VIRTUS FINANCIAL PARTNERS
- Legal name: Virtus Financial Partners, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: September 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/323365
- AdvisorCensus page: https://advisorcensus.com/firm/virtus-financial-partners-323365

## Quick answers

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

**How much does Virtus Financial Partners charge?**
Its Form ADV Part 2A brochure dated August 20, 2026 states: Subscription: $200 a month (Financial Planning services); Hourly rate: $500 an hour (planning arrangement); Subscription: $59 a month (planning service for new college graduates). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Virtus Financial Partners registered with the SEC or a state?**
Virtus Financial Partners is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 323365.

**How much does Virtus Financial Partners manage?**
Virtus Financial Partners reports $152,530,132 in regulatory assets under management in its Form ADV filing dated September 23, 2026 (73% discretionary).

**How have Virtus Financial Partners' assets and staff changed since 2023?**
In the Form ADV data for Virtus Financial Partners: Regulatory assets under management: $56,706,000 in the October 2023 data and $152,530,132 in the October 2026 data, up 169%. Total employees: 4 in October 2023 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Virtus Financial Partners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (491); high net worth individuals (111); pension and profit sharing plans (but not the plan participants or government pension plans) (73).

**Which custodians does Virtus Financial Partners use?**
Virtus Financial Partners' 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 Virtus 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 SEC record: https://adviserinfo.sec.gov/firm/summary/323365

**What changed in Virtus Financial Partners' recent Form ADV filings?**
In the October 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 August 20, 2026)

- Subscription: $200 a month (Financial Planning services)

> Monthly fees are tiered at $200 per month, per month, or per month and are charged in advance.

- Hourly rate: $500 an hour (planning arrangement)

> The hourly fee is negotiable, but in no event will exceed $500 per hour, contingent upon how many times Adviser and Client meet per year and complexity of the plan.

- Subscription: $59 a month (planning service for new college graduates)

> VFP also provides a planning service for new college graduates for a $59 monthly fee for the first 18 months

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

### 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: $152,530,132
- Discretionary: $111,539,728
- Non-discretionary: $40,990,404

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 491 | $66,905,325 |
| High net worth individuals | 111 | $44,634,403 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 73 | $40,990,404 |

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

### Firm details
- Registered since: 2022 (3 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, AZ, CA, CO, FL, GA, IL, IN, KS, LA, MD, ME, MI, MN, MO, NC, NE, OK, PA, SC, TN, TX, UT, VA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- 401kfordentists.com
- virtusfinancialpartners.com
- Facebook @VirtusFinancial
- Instagram @virtusfinancial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $56,706,000 | 4 | October 4, 2023 |
| October 2024 | $77,647,000 | 6 | September 24, 2024 |
| October 2025 | $112,886,000 | 6 | February 20, 2025 |
| October 2026 | $152,530,132 | 6 | September 23, 2026 |

Regulatory assets under management: $56,706,000 in the October 2023 data and $152,530,132 in the October 2026 data, up 169%.
Total employees: 4 in October 2023 and 6 in October 2026.

## Changes in the filing (last 12 months)

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

### August 2026
- Registered or notice-filed in MI.

### March 2026
- Regulatory assets under management went from $112,886,000 to $152,530,132 (+35%).

### December 2025
- Registered or notice-filed in ME.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Virtus Financial Partners (CRD 323365): Form ADV filing data as of October 2026.