SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Financial Partners Group, Inc.
Overland Park, KS
CRD 288644
Firm filing updated March 30, 2026 ·
- $1.1BAssets
- 9Advisory staff
- 3,587Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals840
- High net worth individuals373
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 840 | $244.2 million |
| High net worth individuals | 373 | $895.6 million |
| Charitable organizations | Fewer than 5 clients | $675,137 |
| Corporations or other businesses not listed above | Fewer than 5 clients | $5.2 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
See all 4 services
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$1.1 billion
- Accounts3,587
- Discretionary$1.1 billion · 3,583 accounts
- Non-discretionary$22.5 million · 4 accounts
People
- Employees9
- Advisory staff9
- Broker-dealer reps3
- Licensed insurance agents5
- Planning clients101 to 250
Advisors
6 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 288644, SEC file 801-111662.
- Registered with the SEC as an investment advisor (status date on record: September 8, 2017).
Is Financial Partners Group, Inc. a fiduciary?
Short answer: Financial Partners Group, Inc. is registered with the SEC as an investment advisor. Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 3 staff are broker-dealer representatives. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
5 staff are licensed insurance agents and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.