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Financial Advisory Partners, LLC

Updated today

Client assets under management

$301,301,336

Clients

133

68% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

44

Typical

Average account size

$2,265,424

About

Financial Advisory Partners provides investment advisory services to individuals (including high‑net‑worth clients), charitable organizations, and businesses, offering discretionary and non‑discretionary portfolio management alongside standalone and ongoing financial planning and consulting. The firm operates a wrap fee program for managed accounts and also delivers modular, hourly, fixed‑fee, and ongoing planning engagements tailored to client needs.

Investment advice is customized to each client’s circumstances and may include selection of third‑party managers; account transactions for the wrap program are executed through NBC Securities, Inc. and custodied at RBC Wealth Management, and accounts are reviewed periodically with stated minimums for different strategies. The firm discloses that it provides ongoing monitoring and may combine related accounts to meet minimums, and that clients receive regular account statements from custodians.

Financial Advisory Partners is notable for its industry affiliations and referral arrangements: it is under common ownership with NBC Securities and identifies minority owners such as Northstar Bank and NBC Holdings, and it discloses paid promoter referral agreements (including with Mainstreet Community Bank of Florida) with related conflict‑of‑interest controls. The brochure also discloses that some advisory personnel are dually registered as registered representatives or insurance agents and may earn commission‑based compensation, and it records a resolved FINRA arbitration involving a current owner.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management

Fee options

Fixed

Fixed fees up to $10,000 for modular and broad-based financial planning; ongoing fixed monthly fees up to $10,000, customized per client

Commissions

Commission-based compensation for registered representatives and licensed insurance agents for securities and insurance product sales

Project-based

Hourly fee of $350

Subscriptions

Ongoing financial planning and consulting services for a fixed monthly fee up to $10,000, customized per client

Other

Account minimum: $100,000 Fee-only: Hourly fee of $350; fixed fees up to $10,000; ongoing fixed monthly fees up to $10,000 (customized per client)

Main office location

Financial Advisory Partners, LLC

1201 S. Orlando Avenue, Suite 350

Winter Park FL 32789, United States

Number of offices

1

Most active in

Alabama · Florida · Georgia · Michigan · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Alexander V

Series 63, Series 65

Winter Park, FL

Financial Advisory Partners, LLC

Alexander Vandenberg is a financial advisor with Financial Advisory Partners, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at NBC Securities, Inc. for 14 years before joining Financial Advisory Partners, where he has been a partner since 2006. Outside of his advisory role, he is associated with Good Capital Corporation, involved in real estate sales and referrals. Financial Advisory Partners provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program and delivers modular, project-based, and ongoing financial planning tailored to client objectives.

Wealth management
user avatar

David S

Series 63, Series 65

Winter Park, FL

Financial Advisory Partners, LLC

David Sutphin is a financial advisor with Financial Advisory Partners, LLC in Winter Park, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Financial Advisory Partners since 2008 and was previously with NBC Securities, Inc. from 2006 to 2020. He is a partner in a Florida LLC that represents their financial advisory practice and a formal referral network. Financial Advisory Partners provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program, as well as modular and ongoing financial planning tailored to client objectives.

Wealth management
user avatar

Patricia M

Series 66

Winter Park, FL

Financial Advisory Partners, LLC

Patricia Manley is a financial advisor with Financial Advisory Partners, LLC and holds a Series 66 designation. She has 18 years of industry experience, including roles at NBC Securities, Inc. since 2007 and Financial Advisory Partners since 2021. Financial Advisory Partners provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program and delivers tailored financial planning and consulting services.

Wealth management
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