Overview
Assets Under Management: $973 million
Headquarters: OVERLAND PARK, KS
High-Net-Worth Clients: 319
Average Client Assets: $2 million
Frequently Asked Questions
FINANCIAL PARTNERS GROUP, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #288644), FINANCIAL PARTNERS GROUP, INC. is subject to fiduciary duty under federal law.
FINANCIAL PARTNERS GROUP, INC. is headquartered in OVERLAND PARK, KS.
FINANCIAL PARTNERS GROUP, INC. serves 319 high-net-worth clients according to their SEC filing dated May 12, 2025. View client details ↓
According to their SEC Form ADV, FINANCIAL PARTNERS GROUP, INC. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
FINANCIAL PARTNERS GROUP, INC. manages $973 million in client assets according to their SEC filing dated May 12, 2025.
According to their SEC Form ADV, FINANCIAL PARTNERS GROUP, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 319
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.31
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 3,379
Discretionary Accounts: 3,374
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 288644
Filing ID: 1984620
Last Filing Date: 2025-05-12 07:37:00
Website: https://fpgkc.com