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The fee is billed in advance and is negotiable.","source":"ADV PART 2A, filed 23 April 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does E-Wealth Partners use?","answer":"E-Wealth Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $190M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does E-Wealth Partners have?","answer":"E-Wealth Partners has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does E-Wealth Partners invest in?","answer":"At the end of its last fiscal year, E-Wealth Partners’ separately managed accounts held 74% registered funds (mutual funds, ETFs, BDCs), 18% exchange-traded equities, 3% pooled vehicles (private funds and similar), 2% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns E-Wealth Partners?","answer":"E-Wealth Partners’ direct owners are Brian Adamek (50% to 75%) and Jon Jandro (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 23 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does E-Wealth Partners get paid?","answer":"E-Wealth Partners is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. 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public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}