Fourthought Financial Partners, LLC. logo

Fourthought Financial Partners, LLC.

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Client assets under management

$1,728,658,594

Clients

970

41% high-net worth

Advisors

9

of 20 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

108

High

Average account size

$1,782,122

About

FourThought Financial Partners provides wealth management, investment advisory and financial planning to individuals, high-net-worth families and institutional sponsors, including retirement and profit‑sharing plans. The firm offers discretionary portfolio management, comprehensive financial planning and retirement plan consulting, and may advise on annuities, employer‑sponsored retirement plan assets and privately placed securities.

Investment programs are built from a financial‑planning foundation and tailored to client goals, risk tolerance and cash‑flow needs; the firm uses mutual funds, ETFs, individual equities and bonds, structured notes, independent managers and private pooled vehicles in customized allocations. FourThought describes strategies for income, dividend growth, core and growth exposures and emphasizes cash‑flow analysis and targeted fixed‑income maturities (including short‑term zero‑coupon bonds) to meet client income needs.

FourThought is an indirect, wholly‑owned subsidiary of Focus Financial Partners and operates with a network of affiliated entities, including other registered advisers, broker‑dealers, pension consulting and insurance affiliates (e.g., Focus Risk Solutions), as well as affiliated investment managers (SCS Capital Management LLC and Origin Investments Group) whose private pooled vehicles FourThought may recommend. The firm also facilitates third‑party cash and credit solutions through arrangements with UPTIQ and Flourish and participates in third‑party lead programs such as SmartAsset; these affiliated relationships and revenue‑sharing arrangements are disclosed in the firm’s brochure and can create conflicts of interest.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers
Credit and cash management and insurance solutions.

Expertise

Social Security optimization Wealth management Private / alternative investments

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Financial planning and consulting fees range from $2,000 to $75,000 depending on scope and complexity

Percentage

$0 - $1,000,000: 0.95% $1,000,000 - $2,500,000: 0.85% $2,500,000 - $5,000,000: 0.65% $5,000,000 - $10,000,000: 0.55% $10,000,000 - $20,000,000: 0.45% $20,000,000 - $50,000,000: 0.30% $50,000,000 - $100,000,000: 0.15% $100,000,000+: Negotiable

Other

Account minimum: $250,000 Minimum fee: $750 per quarter minimum fee

Main office location

Fourthought Financial Partners, LLC.

310 W. Venice Avenue, Suite 201

Venice FL 34285, United States

Number of offices

1

Most active in

Arizona · California · Colorado · Connecticut · Florida · Georgia · Illinois · Indiana · Iowa · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Nebraska · Nevada · New Hampshire · New Jersey · New York · North Carolina · Ohio · Oregon · Pennsylvania · Rhode Island · South Carolina · Tennessee · Texas · Virginia · Washington · West Virginia · Wisconsin

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

Joel J

CFP®

Venice, FL

Fourthought Financial Partners, LLC.

Joel Johnson is a CFP® professional with two years of industry experience, currently serving at Fourthought Financial Partners, LLC. He previously worked at Sanibel Captiva Trust Company and Sanibel Trust Company. Fourthought Financial Partners provides wealth management, financial planning, investment management, and retirement plan consulting to individuals, institutions, and high-net-worth clients. The firm employs a planning-first investment approach tailored to clients’ risk tolerance, time horizon, and cash-flow needs, managing approximately $1.59 billion in assets.

Social Security optimization Wealth management Private / alternative investments Founder/Business Owner Retired
user avatar

Bradley P

CFP®, ChFC®, Series 63, Series 65

Venice, FL

Fourthought Financial Partners, LLC.

Bradley Patton is a financial advisor at Fourthought Financial Partners, LLC with 21 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked with Wells Fargo Advisors Financial Network and USAA Financial Advisors. Fourthought Financial Partners provides wealth management, financial planning, investment management, and retirement plan consulting to individuals, institutions, and high-net-worth clients. The firm employs a planning-first investment approach tailored to clients’ risk tolerance, time horizon, and cash-flow needs, managing approximately $1.59 billion in assets.

Social Security optimization Wealth management Private / alternative investments Founder/Business Owner Retired
user avatar

Noah M

Series 65

Venice, FL

Fourthought Financial Partners, LLC.

Noah Macfarlane is a financial advisor at Fourthought Financial Partners, LLC, holding a Series 65 designation with one year of industry experience. He has been with Fourthought Financial Partners since 2019. Prior to his advisory role, he worked at Insurance Service of Sarasota and has educational experience from the University of South Florida and the University of Central Florida. Fourthought Financial Partners provides wealth management, financial planning, investment management, and retirement plan consulting to individuals, institutions, and charitable organizations. The firm manages approximately $1.59 billion in assets and emphasizes a planning-first investment approach tailored to clients’ risk tolerance, time horizon, and cash-flow needs.

Social Security optimization Wealth management Private / alternative investments Founder/Business Owner Retired
user avatar

James S

Series 63, Series 65

Venice, FL

Fourthought Financial Partners, LLC.

James Stamper is a financial advisor at FourThought Financial Partners, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Pruco Securities LLC and The Prudential Insurance Company of America for 14 years. Stamper has been with FourThought Financial Group and FourThought Financial since 2022. FourThought Financial Partners provides wealth management, financial planning, investment management, and retirement plan consulting to individuals, institutions, and charitable organizations. The firm manages approximately $1.59 billion in assets and follows a planning-first investment approach tailored to clients’ risk tolerance, time horizon, and cash-flow needs.

Social Security optimization Wealth management Private / alternative investments Founder/Business Owner Retired
user avatar

Pedro L

Series 65

Venice, FL

Fourthought Financial Partners, LLC.

Pedro Leon is a financial advisor at Fourthought Financial Partners, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience at Arkadios Wealth Advisors and Rowley White RV. Outside of financial advising, he is the owner of a software business named Vursye. Fourthought Financial Partners provides wealth management, financial planning, investment management, and retirement plan consulting to individuals, institutions, and charitable organizations. The firm manages approximately $1.59 billion in assets and employs a planning-first investment approach that customizes portfolios based on clients’ risk tolerance, time horizon, and cash-flow needs.

Social Security optimization Wealth management Private / alternative investments Founder/Business Owner Retired
user avatar

Larry C

CFP®, Series 63, Series 65

Venice, FL

Fourthought Financial Partners, LLC.

Larry Cuervo Jr. is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Fourthought Financial Partners, LLC, where he has worked since 2023. Prior to that, he held various roles at Suntrust, including Suntrust Advisory Services and Suntrust Investment Services. Outside of his advisory work, he is a member of an LLC that owns a residential rental property. Fourthought Financial Partners provides wealth management, financial planning, investment management, and retirement plan consulting to individuals, institutional clients, and charitable organizations. The firm manages approximately $1.59 billion in assets and employs a planning-first investment approach tailored to clients’ risk tolerance and financial goals.

Social Security optimization Wealth management Private / alternative investments Founder/Business Owner Retired
user avatar

Scott P

CFP®, Series 63, Series 65

Venice, FL

Fourthought Financial Partners, LLC.

Scott Pinkerton is a CFP® with 39 years of experience in the financial services industry. He is currently with Fourthought Financial Partners, LLC, where he has worked since 2022, and previously held positions at Wells Fargo Advisors. Pinkerton serves as a financial advisory committee member for the Sarasota County School Board, providing oversight of the district’s use of operating and capital funds. Fourthought Financial Partners provides wealth management, financial planning, investment management, and retirement plan consulting to individuals, institutions, and charitable organizations. The firm manages approximately $1.59 billion in assets and follows a planning-first investment process tailored to clients’ risk tolerance, time horizon, and cash-flow needs.

Social Security optimization Wealth management Private / alternative investments Founder/Business Owner Retired
user avatar

Brett K

Series 65

Venice, FL

Fourthought Financial Partners, LLC.

Brett Keyso is a financial advisor at FourThought Financial Partners, LLC, holding a Series 65 designation with two years of industry experience. He has been with FourThought Financial Partners since 2022. FourThought Financial Partners provides wealth management, financial planning, investment management, and retirement plan consulting to individuals, institutions, and charitable organizations. The firm manages approximately $1.59 billion in assets and follows a planning-first investment process that customizes portfolios based on clients’ risk tolerance, time horizon, and cash-flow needs.

Social Security optimization Wealth management Private / alternative investments Founder/Business Owner Retired
user avatar

Alexander H

CFP®, Series 66

Venice, FL

Fourthought Financial Partners, LLC.

Alexander Herrington is a CFP® professional with nine years of experience in the financial services industry. He is currently with Fourthought Financial Partners, LLC, where he has worked since 2022, and has prior experience at Fidelity and Applied Concepts Inc. Herrington holds the Series 66 license and is based in Venice, Florida. Fourthought Financial Partners provides wealth management, financial planning, investment management, and retirement plan consulting to individuals, institutions, and charitable organizations. The firm manages approximately $1.59 billion in assets and employs a planning-first investment process that customizes portfolios based on clients’ risk tolerance, time horizon, and cash-flow needs.

Social Security optimization Wealth management Private / alternative investments Founder/Business Owner Retired
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