Advisor at Root Financial Partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Middletown, DE
Credentials
Series 66
Industry experience
2 years
Justin Obrien is a Series 66-licensed financial advisor with two years of industry experience. He has worked at Root Financial Partners since 2025 and previously held roles at Fidelity Investments and First Command Brokerage Services. Prior to his financial career, he served in the U.S. Army from 2019 to 2023. Root Financial Partners primarily serves individual clients, including high net worth individuals, pension and profit-sharing plans, and small business owners. The firm employs a principally passive investment approach using diversified portfolios of index mutual funds and ETFs, supplemented by fundamental and technical analysis, and supports clients through educational seminars and retirement plan services.
Based on Root Financial Partners
Based on Root Financial Partners
Financial planning fixed fees generally range from $2,000 to $65,000
$0 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.75% annually $5,000,001 - $10,000,000: 0.50% annually $10,000,001 - $25,000,000: 0.40% annually $25,000,001 - $50,000,000: 0.30% annually $50,000,001 - $100,000,000: 0.25% annually $100,000,001+: 0.20% annually
Financial planning hourly fees from $250 to $750 per hour
Ongoing financial planning as standalone service available on monthly subscription model
Account minimum: $10,000,000 for Vista Private Wealth clients; no specific minimum stated for general clients but a minimum annual advisory fee of $10,000 applies Minimum fee: Minimum annual advisory fee of $10,000 applies to investment management services Fee-only: Financial planning services offered on fixed fee basis, typically $2,000 to $65,000; hourly fees $250 to $750 per hour; ongoing financial planning via monthly subscription available
Middletown, DE
Delaware · Texas
Root Financial Partners, LLC
2025 - Present (1 year)
FIDELITY INVESTMENTS
2023 - 2025 (2 years)
First Command Brokerage Services
2022 - 2023 (1 year)
U.S. Army
2019 - 2023 (4 years)
Widener University
2015 - 2019 (4 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 65
Townsend, DE
Finco Advisory LLC
Vishwanath Rao is a financial advisor at Finco Advisory LLC with a Series 65 credential and three years of industry experience. He has worked at Finco Advisory since 2020 and concurrently serves as a Digital Transformation Leader at Amazon Web Services. Finco Advisory LLC is a registered investment adviser that provides discretionary asset management as well as project-based and hourly financial planning services. The firm serves individual clients, including non-high-net-worth households, and employs a tailored investment approach based on fundamental analysis and a mix of long- and short-term strategies.
Series 63, Series 65
Elkton, MD
Baczkowski & Company
Joseph Baczkowski is a financial advisor at Baczkowski & Company, an independent firm where he has served as the sole adviser since 1998. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to his current role, he worked at Sargent & Lundy LLC for 11 years. Baczkowski & Company provides portfolio management and financial advisory services to individual clients, focusing on discretionary management of a small client roster without minimum account balances. The firm uses publicly available research and a mix of securities, mutual funds, and ETFs to tailor diversified portfolios, with investment decisions monitored daily and trades timed using in-house forecasts.
CFP®
North East, MD
Five Rivers Financial Advisors, LLC
Benjamin Huber is a CFP® professional at Five Rivers Financial Advisors, LLC with seven years of industry experience. He has been with Five Rivers Financial Advisors since 2011. Five Rivers Financial Advisors manages approximately $52.6 million for a range of clients including individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and small businesses. The firm provides fee-based portfolio management and financial planning services, utilizing a tailored approach based on client objectives, time horizons, risk tolerance, and liquidity needs.
CFP®, Series 63, Series 66
North East, MD
Five Rivers Financial Advisors, LLC
Raymond Heidel is a Certified Financial Planner® with 25 years of industry experience. He has been with Five Rivers Financial Advisors, LLC since 1997. The firm manages approximately $52.6 million for individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and small business entities, serving both high-net-worth and non-HNW clients. Five Rivers Financial Advisors provides fee-based portfolio management and financial planning services, utilizing a tailored approach based on client objectives, risk tolerance, and liquidity needs.
Series 63, Series 65
Middletown, DE
Brookwood Investment Group
Charles Trakas is a financial advisor with Brookwood Investment Group, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked previously with firms including Redwood Private Wealth LLC and Virtue Capital Management, LLC. Outside of advisory roles, he owns and operates Trakas Insurance Agency and serves as managing director of Redwood Tax Specialists, in addition to working as a sales representative for National Gold Consultants. Brookwood Investment Group is a multi-advisor registered investment adviser managing over $1 billion for more than 3,000 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services utilizing a range of investment strategies tailored to client needs.
Series 65
Middletown, DE
Corecap Advisors
Daniel Simon is a financial advisor with Corecap Advisors, holding a Series 65 credential and 14 years of industry experience. He previously worked at Hornor Townsend & Kent Inc and currently serves as a Retirement Planning Advisor at Dan White & Associates, where he conducts educational seminars on retirement planning, required minimum distributions, and Social Security planning for retirees and near-retirees. His focus includes low-risk retirement planning strategies aimed at generating guaranteed income. Corecap Advisors provides discretionary investment and portfolio management as well as standalone financial planning services to individuals, including high-net-worth and accredited investors, as well as various institutional clients. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing a range of investment vehicles and third-party managers.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
