AdvisorRanked
95
Clean

FINANCIAL PARTNERS GROUP, INC.

10925 ANTIOCH ROAD, OVERLAND PARK, KS 66210
Fiduciaryfee-onlySEC Registered
913-826-6982 twitter.com/ClaiborneJames CRD #288644
$1.1B
Assets Managed
9
Clients
9
Employees
9
Years Active
since 2017

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46111. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: Yes

This firm has direct custody of client assets, rather than using an independent custodian. This is a higher-risk arrangement that requires additional regulatory safeguards.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 9 years.

Firm Details

Legal NameFINANCIAL PARTNERS GROUP, INC.
CRD Number#288644
SEC RegisteredYes
Registration Date2017-09-08
States RegisteredKS
Assets Under Management$1.1B
Number of Clients9
Employees9
Compensation Typefee-only
Last ADV Filing46111

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Frequently Asked Questions

Is FINANCIAL PARTNERS GROUP, INC. a fiduciary?

Yes. FINANCIAL PARTNERS GROUP, INC. is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does FINANCIAL PARTNERS GROUP, INC. charge clients?

FINANCIAL PARTNERS GROUP, INC. uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does FINANCIAL PARTNERS GROUP, INC. have any complaints?

No. FINANCIAL PARTNERS GROUP, INC. has zero complaints or disciplinary actions on file with the SEC or FINRA across 9 years of operation.

How does FINANCIAL PARTNERS GROUP, INC. compare to other advisors in OVERLAND PARK?

FINANCIAL PARTNERS GROUP, INC. has a Red Flag Score of 95/100. There are 70 registered advisory firms in OVERLAND PARK. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46111. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.