Financial Partners, LLC

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Client assets under management

$181,725,211

Clients

268

24% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$678,079

About

Financial Partners, LLC provides discretionary and non-discretionary investment advisory and financial planning services to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and charitable organizations. The firm reports managing about $181.7 million on a discretionary basis and offers Comprehensive Portfolio Management alongside written financial planning across topics such as retirement, tax, estate, insurance, and education planning.

The firm tailors portfolios to client goals and risk tolerance using asset allocation, rebalancing, ETFs, mutual funds, equities, fixed income, structured products, and both long‑ and short‑term trading strategies; it applies techniques including fundamental analysis and Modern Portfolio Theory and may engage third‑party managers with ongoing due diligence. Accounts are monitored and reviewed at least quarterly, with the firm providing periodic rebalancing and ad hoc reviews in response to client circumstances or market events.

A notable feature in the brochure is that certain investment adviser representatives are licensed to sell insurance products and may receive commission compensation for those sales, with such insurance activity disclosed as consuming less than 10% of representatives’ time and clients told they are under no obligation to purchase. The firm also discloses its stance on endorsements and referrals, stating it does not provide cash or non‑cash compensation to unaffiliated persons for testimonials or endorsements, and documents conflicts tied to custodial relationships and third‑party services.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

General retirement planning

Fee options

Percentage

$0 - $500,000: 1.65% $500,000 - $1,000,000: 1.25% $1,000,000 - $2,000,000: 1.00% $2,000,000+: 0.80%

Project-based

Up to $300 per hour for financial planning services, with a retainer not exceeding $1,200 if services cannot be rendered within six months.

Other

Account minimum: $500,000

Main office location

Financial Partners, LLC

613 Old Santa Fe Trail

Santa Fe NM 87505, United States

Number of offices

Most active in

Arizona · Colorado · Florida · Louisiana · Massachusetts · New Mexico · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook Website 505-795-7910

Advisors at this firm

Silas P

Series 65

Santa Fe, NM

Financial Partners, LLC

Silas Peterson is a financial advisor at Financial Partners, LLC in Santa Fe, NM, holding a Series 65 designation with three years of industry experience. He has worked at Financial Partners since 2022 and has been associated with The Hire Firm since 2004. Financial Partners, LLC provides investment advisory and financial planning services to individuals, pension and profit sharing plans, and charitable organizations. The firm offers comprehensive portfolio management and standalone financial planning, utilizing asset allocation strategies and fundamental analysis within a discretionary management framework.

General retirement planning

Peter M

CFP®, Series 63, Series 65

Santa Fe, NM

Financial Partners, LLC

Peter Murphy is a CFP® professional with 18 years of experience in financial advising. He has worked at Financial Partners, LLC since 2016 and has also held roles at LPL Financial and United Planners' Financial Services. In addition to his advisory work, he teaches Social Security and Medicare topics to financial advisors through Horsesmouth LLC and serves as an instructor at both the University of New Mexico and Santa Fe Community College. Financial Partners, LLC provides investment advisory and financial planning services to individuals, pension and profit sharing plans, and charitable organizations. The firm offers customized portfolio management using asset allocation and fundamental analysis, with discretionary account management and regular reviews.

General retirement planning

Gregory M

CFP®, Series 66

Santa Fe, NM

Financial Partners, LLC

Gregory Myers is a CFP® with 19 years of experience in the financial services industry. He currently works at Financial Partners, LLC and has prior experience at firms including Bank of America, Merrill Lynch, and Charles Schwab. Financial Partners, LLC provides investment advisory and financial planning services to individuals, pension and profit sharing plans, and charitable organizations. The firm offers customized portfolio management using asset allocation across various asset classes and applies fundamental analysis and Modern Portfolio Theory in its investment process.

General retirement planning

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