Wealth manager, independent · Overland Park, KS
Financial Partners Group, Inc.
SEC-registered investment adviser · CRD 288644 · SEC 801-111662
At a glance
Financial Partners Group, Inc. is an SEC-registered investment adviser based in Overland Park, Kansas, with $1.1B in regulatory assets under management as of its Form ADV filed March 30, 2026. It reports 1,213 individual clients, 373 of them high-net-worth, holding an average of about $0.9 million each, and 9 employees. That ranks it 960th among the nation’s 5,657 independent wealth management RIAs and 16th of 74 in Kansas. It reports Fidelity as the custodian for its clients’ separately managed accounts.
Main office 913-826-6982fpgkc.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.1B
- Rank among independent wealth managers
- #960 of 5,657
- Rank among all SEC RIAs
- #4,976 of 17,210
- Rank in Kansas
- #16 of 74
- Individual clients
- 1,213
- High-net-worth clients
- 373
- Accounts
- 3,587
- Discretionary
- 98% of AUM
- Employees
- 9
- Advisory staff
- 9
- Offices
- 1
Owners and executives on its Form ADV
- James C. ClaibornePresident, Managing Partner
- Timothy J. McDermottManaging Partner/cfo
- Joshua J. BrittonChief Compliance Officer/cio
- Derek J. McDermottChief Operating Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Financial Partners Group, Inc. is a hybrid RIA: 3 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 373 | $896M | 78% |
| Individuals | 840 | $244M | 21% |
| Corporations or other businesses | 2 | $5M | <1% |
| Charitable organizations | 3 | $1M | <1% |
Disciplinary disclosures
Financial Partners Group, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗fpgkc.com ↗
AtlasMembers
The full record on Financial Partners Group, Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
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- Growth over one, three and five years
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- Rank against 3,187 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Kansas
All of Kansas →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Triune Financial Partners, LLCOverland Park | $1.5B | 770 |
| Sunesis Advisors, LLCOverland Park | $1.5B | 15 |
| Lexaurum AdvisorsOverland Park | $1.3B | 2,189 |
| Waterfront Wealth Inc.Overland Park | $1.1B | 792 |
| Adamsbrown Wealth Consultants LLCWichita | $1.1B | 1,818 |
| Stepp & Rothwell IncOverland Park | $1.1B | 339 |
Background
Questions
How much does Financial Partners Group, Inc. manage?
Financial Partners Group, Inc. reports $1.1B in regulatory assets under management across 3,587 accounts, 98% of it on a discretionary basis, on its Form ADV filed March 30, 2026.
How many clients does Financial Partners Group, Inc. have?
It reports 1,213 individual clients: 373 high-net-worth individuals and 840 other individuals. Individuals account for about 99% of its regulatory assets.
Where is Financial Partners Group, Inc. headquartered?
Its main office is in Overland Park, Kansas. It reports 1 office in total and 9 employees, 9 of whom perform investment advisory functions.
How does Financial Partners Group, Inc. charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Financial Partners Group, Inc. use?
It reports Fidelity as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed March 30, 2026, it reports these amounts held: Fidelity ($1.1B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Financial Partners Group, Inc. a hybrid RIA with a broker-dealer?
Financial Partners Group, Inc. is a hybrid RIA: 3 of its employees are also registered representatives of a broker-dealer. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is Financial Partners Group, Inc. a fiduciary?
As an SEC-registered investment adviser, Financial Partners Group, Inc. owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 3 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is Financial Partners Group, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →