RPO Wealth Partners LLC

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Client assets under management

Clients

80% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

About

RPO Wealth Partners provides financial planning and related advisory services to individuals and high‑net‑worth clients, operating as a small, two‑advisor firm with a limited client roster. Services center on creating and updating comprehensive financial plans and ongoing planning support rather than acting as an asset manager.

The firm does not manage client investment accounts, does not take custody or exercise discretionary trading authority, and instead delivers tailored plans that may include model allocations and recommendations. RPOWP may refer clients to third‑party investment advisers and states it does not receive compensation for those referrals.

RPOWP does not use percentage‑of‑AUM fee arrangements and instead relies on fixed, prepaid planning fees, which is uncommon among similarly categorized firms. The brochure also notes a broad advisory scope—covering mutual funds, private equity, hedge funds, REITs, venture capital, commodities and other alternative investments—while maintaining a non‑trading, planning‑only role.

Client services

Financial planning Selection of other advisers

Expertise

College savings (529s, UTMA, etc.)

Fee options

Other

Minimum fee: Negotiated fixed annual rate between $1,000 and $100,000 Fee-only: Fixed fees for ongoing financial planning and financial planning services, negotiated between $1,000 and $100,000

Main office location

RPO Wealth Partners LLC

1009 East Blvd

Charlotte NC 28203, United States

Number of offices

Most active in

North Carolina

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

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

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

Quick links

Website (704) 777-1836

Advisors at this firm

Lisa B

CFP®

Charlotte, NC

RPO Wealth Partners LLC

Lisa Bowers is a CFP® professional with five years of experience at RPO Wealth Partners LLC in Charlotte, NC. Prior to joining RPO Wealth Partners in 2020, she worked for nine years at Fifth Third Bank, N.A. RPO Wealth Partners LLC provides fee-for-service financial planning to individuals and high-net-worth families, focusing on areas such as cash-flow, retirement, investment, insurance, tax, college funding, and debt strategies. The firm does not manage client assets but may refer clients to third-party advisers when appropriate.

College savings (529s, UTMA, etc.)

Jeffrey M

Series 65

Charlotte, NC

RPO Wealth Partners LLC

Jeffrey Martin is a financial advisor at RPO Wealth Partners LLC in Charlotte, NC, holding a Series 65 designation with five years of industry experience. He has been with RPO Wealth Partners since 2020 and previously worked at Fifth Third Bank, N.A. from 2011 to 2020. RPO Wealth Partners LLC provides ongoing and standalone financial planning services to individuals and high-net-worth families, focusing exclusively on fee-for-service planning without managing client investment accounts. The firm’s approach includes a comprehensive planning framework covering a wide range of investment vehicles and maintains a small, planning-focused client base.

College savings (529s, UTMA, etc.)

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