Virtus Financial Partners

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Client assets under management

$111,539,728

Clients

602

18% high-net worth

Advisors

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

201

Very High

Average account size

$185,282

About

Virtus Financial Partners provides portfolio management, investment analysis, and financial planning to individuals, high‑net‑worth clients, and small businesses, and also offers qualified retirement plan consulting to plan sponsors. Like many peers, the firm delivers discretionary portfolio management and operates on an asset‑based advisory model while clients retain custody of their assets.

The firm integrates quantitative, fundamental, technical, cyclical and economic analysis to inform model portfolios and strategic asset allocation, and it may hire third‑party managers (TPMs) under its discretion to implement selected strategies. VFP also uses an order management service (Pontera) to implement rebalancing and allocation for assets not held in its custody—such as employer‑sponsored retirement plans and HSAs—and conducts regular reviews of portfolio performance and exposures.

Noteworthy operational features include a relatively high client load—about 600 clients across three advisors—which results in an unusually large client count per advisor, and the firm’s provision of educational seminars, participant enrollment meetings, and a lower‑cost program targeted to recent college graduates. The brochure also discloses that some representatives are licensed insurance agents and that the firm receives referral fees from certain banks and student‑loan vendors; these outside activities and potential conflicts are addressed through disclosures and the firm’s Code of Ethics.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Occupation focus

Self-Employed Founder/Business Owner

Demographic focus

Young Professionals

Fee options

Percentage

$0.00 - $500,000.00: 1.35% $500,001.00 - $1,000,000.00: 1.20% $1,000,001.00 - $2,000,000.00: 1.00% $2,000,001.00 - $3,000,000.00: 0.75% $3,000,001++: 0.50%

Project-based

Up to $500 per hour for complex financial planning

Subscriptions

Financial planning monthly fees: $59/month for new graduates for first 18 months; thereafter $200, $375, or $500 per month tiers

Other

Minimum fee: Minimum fee of $2,400 per year for investment advisory services; minimum fee for Qualified Plans is $1,250 per year Fee-only: Investment advisory fees; Financial planning fees (hourly up to $500/hour, or monthly $59 for new graduates for 18 months, then $200, $375, or $500 per month tiers)

Main office location

Virtus Financial Partners

Winter Park FL, United States

Number of offices

Most active in

Arizona · Arkansas · California · Colorado · Florida · Georgia · Illinois · Indiana · Kansas · Louisiana · Maine · Maryland · Minnesota · Missouri · Nebraska · North Carolina · Oklahoma · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Virginia · Wisconsin

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 Form ADV Part 3: Client Relationship

Quick links

Facebook Instagram Website 407-267-8445

Advisors at this firm

Bradford C

Series 63, Series 65

Winter Park, FL

Virtus Financial Partners

Bradford Combes is a financial advisor at Virtus Financial Partners with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Virtus Financial Partners and Principal Securities Inc., among other firms. Combes is also the owner of BWD Financial Group, LLC, formed to track his activity as an investment advisor representative. Virtus Financial Partners provides portfolio management, investment analysis, and financial planning to individuals, small businesses, and qualified retirement plans. The firm employs a combination of quantitative, fundamental, technical, and economic analysis to manage portfolios and serves a large client base through standardized processes and model portfolios.

Self-Employed Founder/Business Owner Young Professionals

Stanley S

Series 63, Series 65

Winter Park, FL

Virtus Financial Partners

Stanley Stewart is a financial advisor at Virtus Financial Partners with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Principal Securities Inc. and Principal Life Insurance Company. Outside of his advisory role, he serves as president of CSKF Properties, LLC, a real estate investment company. Virtus Financial Partners provides portfolio management, investment analysis, and financial planning to individuals, small businesses, and qualified retirement plans. The firm employs a combination of quantitative, fundamental, technical, and economic analysis to manage model portfolios and individual securities, serving a large client base through standardized processes and outsourced manager relationships.

Self-Employed Founder/Business Owner Young Professionals

Allan S

Series 63, Series 65

Winter Park, FL

Virtus Financial Partners

Allan Stevenson is a financial advisor with Virtus Financial Partners, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Virtus Financial Partners and Principal Securities Inc and previously held a position at Hyatt Regency Orlando. Outside of advising, Stevenson serves as a board member for Innovation Montessori School in Ocoee, FL. Virtus Financial Partners provides portfolio management, investment analysis, and financial planning to individuals, small businesses, and qualified retirement plans. The firm employs a multi-faceted investment approach combining quantitative, fundamental, technical, and economic analysis, and serves a large client base through a high client-to-advisor ratio supported by standardized processes and outsourced manager relationships.

Self-Employed Founder/Business Owner Young Professionals

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