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Firethorn Wealth Partners, LLC

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Client assets under management

$484,971,145

Clients

679

44% high-net worth

Advisors

6

of 9 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

113

Very High

Average account size

$714,243

About

Firethorn Wealth Partners provides discretionary and non‑discretionary investment management, comprehensive financial planning, and retirement plan consulting to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations and business entities. The firm also offers college‑planning advisory services and supports implementation for held‑away products such as variable contracts and employer retirement plan assets.

The firm emphasizes asset allocation and manager selection, using an Investment Committee to vet and monitor third‑party managers and construct diversified portfolios that include mutual funds, ETFs, individual securities and alternative strategies such as structured products, privately placed vehicles and REITs. Firethorn conducts ongoing monitoring and annual due diligence of Independent Managers and leverages third‑party operations platforms to support portfolio administration and reporting.

Notable distinctions include Firethorn’s participation as an adviser to a wrap‑fee platform (the Betterment for Advisers program), where the firm assists with client onboarding and suitability but does not control day‑to‑day portfolio rebalancing, and its use of an affiliated insurance agency arrangement that routes insurance compensation to the firm/affiliate rather than to individual advisors. The firm manages roughly $672 million in client assets and also markets a separate flat‑fee education advisory offering and a high‑yield cash product referral, arrangements that create additional conflicts of interest disclosed in its brochure.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management Private / alternative investments Options & derivatives strategies College savings (529s, UTMA, etc.)

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Flat fee of $500 for Education Advisory and Consulting engagements

Percentage

0.50% - 1.25% annually (range, negotiable)

Commissions

Certain supervised persons may provide securities brokerage services under separate commission-based arrangement with Kingswood Capital Partners

Project-based

Hourly fees may be negotiated for financial planning and consulting engagements

Other

Fee-only: Fixed fees for financial planning and consulting; flat fee $500 for Education Advisory and Consulting (waived if $1,000,000+ managed)

Main office location

Firethorn Wealth Partners, LLC

2550 Central Avenue

Augusta GA 30904, United States

Number of offices

2

Most active in

Alabama · Florida · Georgia · New Jersey · North Carolina · Pennsylvania · South Carolina · Tennessee · Texas

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Kevin S

Series 63, Series 65

Augusta, GA

Firethorn Wealth Partners, LLC

Kevin Sweeney is a financial advisor at Firethorn Wealth Partners, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Kingswood Capital Partners, WealthPLAN Partners, and LPL Financial. Outside of his advisory role, he serves as president of the nonprofit First Tee of Augusta. Firethorn Wealth Partners is a registered investment adviser managing approximately $543 million in client assets across a five-advisor team. The firm serves individuals, retirement plans, trusts, estates, and other entities, providing discretionary and non-discretionary portfolio management alongside financial planning and retirement plan consulting. Their investment approach emphasizes asset allocation and manager selection through a formal due diligence process and active monitoring of independent managers.

Wealth management Private / alternative investments Options & derivatives strategies College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

Gerald R

CFP®, Series 63, Series 65

Augusta, GA

Firethorn Wealth Partners, LLC

Gerald Rogers is a CFP® professional with 30 years of industry experience, currently serving as an advisor at Firethorn Wealth Partners, LLC in Augusta, GA. His prior roles include positions at Chalice Capital Partners, WealthPLAN Partners, SOUTH STATE BANK, and LPL Financial LLC. Rogers is also involved in community service as the Treasurer for the Woodgate Property Owners Association and serves on the Westminster School Board. Firethorn Wealth Partners is a registered investment adviser managing approximately $543 million in client assets through a five-advisor team. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement and education advisory services, emphasizing asset allocation and manager selection through a formal due-diligence process.

Wealth management Private / alternative investments Options & derivatives strategies College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

Melinda M

Series 63, Series 65

Augusta, GA

Firethorn Wealth Partners, LLC

Melinda Mcree is a financial advisor with Firethorn Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her prior roles include positions at Kingswood Capital Partners, Chalice Capital Partners, WealthPLAN Partners, LPL Financial LLC, and Georgia Bank & Trust. She also serves as the chief compliance officer and director of operations at Firethorn Wealth Partners. Firethorn Wealth Partners is a registered investment adviser serving individuals, retirement plans, trusts, estates, and other entities, managing approximately $543 million in client assets through a five-advisor team. The firm offers discretionary and non-discretionary portfolio management along with comprehensive financial planning, retirement plan consulting, and college advisory services, emphasizing asset allocation and manager selection through a formal due-diligence process.

Wealth management Private / alternative investments Options & derivatives strategies College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

William A

Series 65

Augusta, GA

Firethorn Wealth Partners, LLC

William Abolghassem is a financial advisor at Firethorn Wealth Partners, LLC, holding a Series 65 designation with four years of industry experience. He previously worked at CenterState Bank and Charter Bank before joining Firethorn Wealth Partners in 2021. Firethorn Wealth Partners is a registered investment adviser serving individuals, retirement plans, trusts, estates, and other entities, managing approximately $543 million in client assets. The firm offers discretionary and non-discretionary portfolio management along with comprehensive financial planning and retirement plan consulting, utilizing an Investment Committee and formal due-diligence to build diversified portfolios.

Wealth management Private / alternative investments Options & derivatives strategies College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

Raymond B

CFP®, Series 63, Series 65

Augusta, GA

Firethorn Wealth Partners, LLC

Raymond Benjamin is a CFP® with 28 years of experience in the financial industry. He is currently with Firethorn Wealth Partners, LLC, where he has worked since 2018, and has prior experience at firms including Kingswood Capital Partners, WealthPLAN Partners, LPL Financial, and Georgia Bank & Trust. Benjamin is involved in an insurance brokerage and sales business through iTrust Advisors LLC, which refers insurance cases in exchange for investment-related business referrals. Firethorn Wealth Partners is a registered investment adviser managing approximately $543 million in client assets through a team of five advisors serving individuals, retirement plans, trusts, and estates. The firm offers discretionary and non-discretionary portfolio management along with comprehensive financial planning and retirement plan consulting, emphasizing asset allocation and manager selection through a formal due-diligence process.

Wealth management Private / alternative investments Options & derivatives strategies College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

Katherine B

Series 65

Augusta, GA

Firethorn Wealth Partners, LLC

Katherine Brabenec is a financial advisor at Firethorn Wealth Partners, LLC in Atlanta, GA, holding a Series 65 designation with one year of industry experience. She has been with Firethorn Wealth Partners since 2021 and previously worked at the University of Alabama and Davidson Fine Arts. Firethorn Wealth Partners is a registered investment adviser serving individuals, retirement plans, trusts, estates, and other entities. The firm manages approximately $543 million in client assets through a five-advisor team, offering portfolio management, financial planning, retirement plan consulting, and college advisory services with an emphasis on asset allocation and manager selection.

Wealth management Private / alternative investments Options & derivatives strategies College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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