Patina Financial Partners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Patina Financial Partners is a newly formed, state-registered advisory that provides discretionary investment management and financial planning to individuals and high-net-worth clients. The firm implements portfolios using mutual funds, ETFs and, where appropriate, individual securities, and it does not take custody of client assets except for limited fee-debit authority.
The firm follows an evidence-based, long-term investment philosophy grounded in Modern Portfolio Theory, favoring low-cost, passively managed or rules-based vehicles with selective factor tilts and strategic asset allocation. Portfolios are constructed for broad diversification, managed with low turnover, and adjusted for events such as allocation drift, tax opportunities, or client-specific changes.
What distinguishes the firm from many peers is its regular use of unaffiliated Independent Managers and restricted-access funds; the advisor conducts initial and ongoing due diligence and oversight of those managers while not receiving third‑party compensation. The firm also maintains an institutional relationship with its custody platform that provides software and operational support to the advisor, and its principal is a CFP® professional who maintains limited outside business activities.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Passive / index investing
Factor investing / smart beta
Fee options
Fixed financial planning fee ranging from $4,000 to $6,000 per engagement, negotiable.
$0 - $2,000,000: 1.00% annually $2,000,001+: 0.50% annually
Account minimum: $1,000,000
Main office location
Patina Financial Partners, LLC
Clearwater FL, United States
Number of offices
1
Most active in
Patina Financial Partners, LLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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