← Tributary

FINANCIAL PARTNERS GROUP, INC.

OVERLAND PARK, KS · CRD 288644 · IAPD ↗ · 913-826-6982

$1.15BRegulatory AUM
9Advisory reps
9Employees
0Clients
101-250Planning clients
0Private funds
24States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — FINANCIAL PARTNERS GROUP, INC. notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2026 — FINANCIAL PARTNERS GROUP, INC. crossed $1B in regulatory AUM ($973.3M -> $1.15B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
June 2025 — FINANCIAL PARTNERS GROUP, INC. notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
April 2025 — FINANCIAL PARTNERS GROUP, INC. reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
April 2024 — FINANCIAL PARTNERS GROUP, INC. reported RAUM up 26% ($682.0M -> $859.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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