Firm profile

FINANCIAL PARTNERS GROUP, INC.

OVERLAND PARK, KSCRD 288644Latest ADV March 30, 2026

Financial Partners Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Overland Park, KS. Its latest Form ADV filing, dated March 30, 2026, reports $1.1B in regulatory assets under management, 9 employees, and 3,587 accounts.

Assets Under Management
$1.1B
Employees
9
Offices
--
Total Clients
1,218
Primary office
OVERLAND PARK, KS
10925 ANTIOCH ROAD, SUITE 100, OVERLAND PARK, KS, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CCOJoshua J. Britton
CFOTimothy J. Mcdermott
COODerek J. Mcdermott

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 69.0% of total clients.
Top client categories% of clientsClients
1
Individuals
69.0%
840
2
HNWI
30.6%
373
3
Charitable
0.2%
3
4
Corporations
0.2%
2
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.1Bas of March 30, 2026
Discretionary98.0%
$1.1B
98% of total RAUM98.0%
Non-discretionary2.0%
$23M
2% of total RAUM2.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$1.1B
Total Accounts3,587
10Y AUM Change+$1.1B

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees9
Clients per Employee135:1
10Y Employee Change+3 (+50.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.