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FINANCIAL PARTNERS GROUP, LLC

GALLATIN, TN · CRD 165856 · IAPD ↗ · financialpartnersgroupllc.com · 615-230-9700

$638.6MRegulatory AUM
3Advisory reps
6Employees
0Clients
251-500Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
December 2025 — FINANCIAL PARTNERS GROUP, LLC (GALLATIN, TN) left the SEC roster (was $638.6M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
61
April 2025 — FINANCIAL PARTNERS GROUP, LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
67
March 2024 — FINANCIAL PARTNERS GROUP, LLC reports 101-250 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.