Continuum Financial Partners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$23,375,768
Clients
22
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
22
TypicalAverage account size
$1,062,535
About
Continuum Financial Partners provides fee-based financial planning and discretionary investment management to select individuals, high-net-worth clients, and retirement plans. The firm also offers retirement-plan advisory services and acts as a fiduciary under ERISA when engaged by plan sponsors.
The firm uses a holistic, four-step planning process (Evaluate, Explore, Execute, Evolve) that incorporates Monte Carlo simulations, efficient frontier analysis and written investment policy statements to define objectives and monitor progress, with regular status updates during the execution phase. For portfolio construction it applies Modern Portfolio Theory and combines fundamental, technical and charting analysis, and may recommend unaffiliated independent or external managers while retaining ongoing oversight.
Notably, Continuum provides pension consulting and retirement-plan investment oversight services (including IPS design and ERISA 3(21) support), a capability that is less common among independent advisory firms. The firm also discloses ancillary business activities — including tax-preparation services and licensed insurance sales — and identifies and addresses the attendant conflicts of interest in its disclosures.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Income planning
Business exit / sale strategy
Occupation focus
Founder/Business Owner
Retired
Fee options
$0 - $600,000: 1.50% $600,001 - $1,200,000: 1.40% $1,200,001 - $2,000,000: 1.30% $2,000,001 - $3,000,000: 1.20% $3,000,001+: 1.10%
Financial planning services at $260 per hour
Account minimum: $150,000 Minimum fee: Minimum fixed fee for financial planning services is $975 Fee-only: Financial planning services charged at $260 per hour, with a minimum fixed fee of $975 and maximum fixed fee of $19,500
Main office location
Continuum Financial Partners, LLC
5000 Windplay Drive, Unit 2
El Dorado Hills CA 95762, United States
Number of offices
1
Most active in
Continuum Financial Partners, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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