Financial Partners

Financial Advisor in Wichita County, TX

Firm Info
Address: 2501 E Montgomery Pl, Wichita Falls, TX 76308, USA
Phone: (940) 322-6277

Firm Size
Assets Under Management: $110 million
# of Advisors: 2
# of Clients: 354
Client to Advisor Ratio: 177:1
Average Account Size: $310,734
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly

Get Connected with a Financial Advisor

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Financial Partners, LLC Overview

Financial Partners, LLC is an investment advisory firm that specializes in providing investment advice to individuals and small businesses. The company is based in Santa Fe, New Mexico and has been in operation since 2017. They are a fee-only firm, which means their clients are only charged a fee for the services they provide and not for any product recommendations they make. The firm focuses primarily on financial planning and portfolio management, offering a wide range of services to help their clients build and grow their wealth. They work with each client to develop a customized investment strategy based on their individual goals and risk tolerance, taking into account their needs and preferences. In addition to their portfolio management services, Financial Partners, LLC also helps clients find other advisors who may be a better fit for their needs. This includes working with clients to find tax professionals, attorneys, and other financial advisors who can provide additional guidance and support as needed. Overall, Financial Partners, LLC is committed to helping their clients achieve their financial goals and build a strong financial future.

billing Financial Partners, LLC serves a wide range of clients, including individuals and high net worth individuals seeking financial guidance and management. The firm recognizes that each client has unique financial circumstances and goals, and as such, it tailors its services to meet these specific needs. Depending on the service provided, Financial Partners offers a range of fee structures to ensure flexibility and affordability. The most common fee structure is a percentage of assets under management (AUM), which is based on a percentage of the client's total investment portfolio. For clients seeking a more customized approach, the firm also offers hourly billing, which allows clients to pay for specific services as needed. With these fee structures, Financial Partners is committed to providing its clients with the transparency and flexibility they need to achieve their financial objectives.

Typical Clients, Fee Structures & Investment Minimum

According to FINANCIAL PARTNERS, LLC's Part 2 Brochure, there are different investment minimums for the various account types they offer. The minimum initial investment for the Optimum Market Portfolio account (OMP) is $15,000. The Personal Wealth Portfolio account (PWP) has a minimum account size of $250,000. The Model Wealth Portfolio (MWP) requires a minimum account size of $25,000. Finally, for the Manager Access Select account (MAS), the minimum account size varies by Portfolio Manager but is typically $100,000 for equity strategies and $250,000 for fixed income strategies.

How This Office Can Help Wichita County, TX Residents

Financial Partners provides a range of financial services to help clients in Wichita County, TX. The company has a team of experienced financial advisors who can help clients with various financial situations, such as retirement planning, estate planning, tax planning, investment management, and more. For those individuals who are planning for retirement, Financial Partners can help them determine the best strategies to maximize their retirement savings and create an income stream that will sustain them through retirement. Similarly, if someone in Wichita County is dealing with significant debt, Financial Partners can offer debt management solutions and help them create a plan to pay off their debts. Additionally, the company can help individuals in Wichita County who are interested in investing in the stock market, create a portfolio that suits their financial goals while mitigating the risks associated with investing. The financial advisors of Financial Partners are knowledgeable about the financial landscape and are happy to help individuals and families in Wichita County make informed decisions about their financial future.

To view the Minimum Investment and Fee Schedule for Financial Partners, LLC, visit their Part 2 Brochure.

Services Offered by Financial Partners, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Financial Partners, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Unavailable
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 2501 E Montgomery Pl, Wichita Falls, TX 76308, USA
Phone (940) 322-6277
Opening Hours
  • Mon 8 AM–5 PM
  • Tue 8 AM–5 PM
  • Wed 8 AM–5 PM
  • Thu 8 AM–5 PM
  • Fri 8 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
5 Stars  |  2 Reviews

Other Office Locations

Firm Headquarters
Firm headquarters location 613 OLD SANTA FE TRAIL, SANTA FE, NM 87505, United States

This firm has no other locations.

State Registrations

Financial Partners, LLC is registered to service clients in the following states:

  • Arizona
  • Florida
  • Louisiana
  • Massachusetts
  • New Mexico
  • Texas

Disciplinary History

Financial Partners, LLC does not have any disclosures. Please visit it's Form ADV for more details.