Grace L Cappellini
Investment adviser representative at Root Financial Partners
12 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
12 years in the industry.
- Root Financial Partners, LLCAug 2025 to now
- Thor Wealth Management IncMay 2022 to Jul 2025
- Thor Wealth Management IncJul 2020 to Apr 2022
- Glass City Federal Credit UnionMay 2019 to Aug 2019
- University of CincinnatiAug 2018 to Apr 2022
- ChipotleJun 2016 to Oct 2020
- Lincolnshire AssociationMay 2015 to Sep 2018
- Sylvania Northview HighschoolAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 8040023
- Firm CRD
- 290289