Financial Advisory Partners, LLC

Financial Advisory Partners, LLC, based in Winter Park, FL, is a registered investment adviser established in 2008, offering portfolio management services under a wrap fee program. This program includes portfolio management, custodial services, and related securities transactions for an all-inclusive fee. The firm, primarily owned by Alexander van den Berg and David Sutphin, provides financial planning and consulting services on an hourly or fixed fee basis, ranging up to $10,000. The firm advises on equity securities, ETFs, mutual funds, and REITs, managing $325,063,700 in client assets as of December 31, 2024. Clients typically include individuals, high net worth individuals, charitable organizations, and corporations, with a minimum account size of $100,000, which may be waived based on client potential. The firm operates as a fiduciary, acting in clients' best interests, and does not accept performance-based fees or engage in side-by-side management. Clients have the option for discretionary or non-discretionary management, with ongoing account monitoring and periodic reviews. The firm does not vote proxies on behalf of clients and maintains strict privacy policies to protect client information. Additionally, the firm discloses potential conflicts of interest related to IRA rollover recommendations and compensates solicitors for client referrals.