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FINANCIAL ADVISORY PARTNERS, LLC

WINTER PARK, FL · CRD 310914 · IAPD ↗ · 407-478-6314

$377.8MRegulatory AUM
3Advisory reps
3Employees
0Clients
51-100Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
April 2026 — FINANCIAL ADVISORY PARTNERS, LLC reports 51-100 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
April 2025 — FINANCIAL ADVISORY PARTNERS, LLC began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance

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