Ct Financial Partners, LLC

CT Financial Partners, LLC is a registered investment adviser offering financial planning, consulting, and investment management services. Established in February 2023, the firm is owned by Craig Thistlethwaite and had $59,663,787 assets under management as of January 26, 2024, managed on a discretionary basis. The firm provides services through programs sponsored by LPL Financial LLC. Services include financial planning, wealth management, and retirement plan consulting. Clients have discretion over decisions and can engage the firm for additional services without obligation. The firm charges an annual fee based on assets under management, with a tiered fee schedule. CT Financial Partners follows a long-term investment strategy, utilizing fundamental, technical, and cyclical analysis, and Modern Portfolio Theory. The firm discloses disciplinary information related to Craig Thistlethwaite's past involvement in a disciplinary event. The firm does not provide services for performance-based fees and offers services to various types of clients without a minimum fee or account size requirement. Clients have the option to direct brokerage and CT Financial Partners exercises investment discretion on behalf of clients. The firm does not accept proxy voting authority. Financial information and details about the firm's principal executive officers are provided in the brochure.