Advisor at The Partners Wealth Management
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Firm
The Partners Wealth Management
Location
Safford, AZ 85546
Credentials
Series 65
Industry experience
< 1 year
Derek Kartchner is a financial advisor at The Partners Wealth Management with a Series 65 credential and no prior industry experience before joining the firm in 2025. He has over a decade of experience in the insurance industry, serving as President and Managing Member of Gila Insurance Group LLC since 2016. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, providing comprehensive investment management, financial planning, consulting, and retirement-plan advisory services through a multi-team advisor structure. The firm employs customized portfolio strategies using internal and third-party models, mutual funds, ETFs, equities, and fixed-income securities, generally with discretionary authority from clients.
Based on The Partners Wealth Management
Fixed fees may be charged for financial planning engagements.
up to 2.99% annually (negotiable based on assets, complexity, and relationship)
Investment Advisory Representatives may earn separate commissions as registered representatives or insurance agents; commissions are separate and in addition to advisory fees.
Up to $400 per hour for one-time financial planning and consulting services.
Fee-only: Investment advisory fees up to 2.99% annually based on assets; platform fees up to 0.25% annually; third-party Model Provider or TPIM fees up to 1% annually; hourly financial planning fees up to $400/hour; fixed fees for financial planning engagements; retirement plan advisory fees up to 1% annually or fixed rate.
805 W Court St S
Safford, AZ 85546
Arizona
ThePARTNERS Wealth Management
2025 - Present (1 year)
Gila Insurance Group, LLC
2016 - Present (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Safford, AZ
United Advisor Group
Series 63, Series 65
Thatcher, AZ
The Partners Wealth Management
Series 63, Series 65
Thatcher, AZ
The Partners Wealth Management
Series 65
Safford, AZ
United Advisor Group
Series 63, Series 65
Thatcher, AZ
The Partners Wealth Management
Series 63, Series 65
Thatcher, AZ
Summit Global Investments, LLC
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