Indivisible Partners

Indivisible Partners is an SEC‑registered, multi‑team advisory firm with 14 Financial Advisors managing approximately $1.55 billion for about 460 clients. The firm offers portfolio management, financial planning and consulting, ERISA plan services, and the selection of third‑party investment managers and model portfolios for individuals (including high‑net‑worth clients), charitable organizations, and businesses.

Indivisible supports a variety of investment methods (including fundamental, technical, quantitative analysis and modern portfolio theory) and provides both discretionary and non‑discretionary programs, with access to third‑party managers and model portfolios through platforms such as Advyzon Investment Management (AIM). Financial Advisors operate as independent teams and the firm relies on outsourced services for trading and billing, and permits margin use in client accounts with advisory fees calculated on gross market value when margin is elected.

Noteworthy differences from many peers include rapid growth from its 2024 formation to over $1.5 billion AUM and several revenue‑sharing or affiliation arrangements: the firm shares revenue with UPTIQ for client credit solutions, receives advisory compensation related to insurance products accessed via DPL Financial Partners, and has ongoing relationships with Franklin Resources and major custodial platforms that provide research, transition support, or waived minimums. The brochure discloses these potential conflicts of interest and describes mitigations such as disclosure to clients, supervisory review, and limits on certain advisor activities.