Hope Olivia Fry
Investment adviser representative at Root Financial Partners
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Root Financial PartnersNov 2025 to now
- DeerfieldJun 2023 to Oct 2025
- Raymond James & Associates IncJan 2020 to Jun 2023
- Spot FreightJan 2018 to Jan 2020
- Dibellas SubsMay 2016 to Dec 2017
- Indiana University Purdue University IndianapolisMay 2015 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (IN, TX).
Root Financial Partners
Legal name: Root Financial Partners, LLC
$2.1BAssets managed
858Clients
64Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7209092
- Firm CRD
- 290289