ETF Portfolio Partners provides financial planning, portfolio management for individuals and small businesses, and publishing newsletters. Financial planning was provided to 101–250 clients last fiscal year.
ETF Portfolio Partners reports 443 clients. They include 322 individual clients, 107 high-net-worth individuals, and 8 corporations and other businesses. Of its assets, 99.9% ($431M across 425 accounts) are managed with discretion; $400K across 4 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 73% | 23% |
| High-net-worth individuals | 24% | 75% |
| Charitable organizations | 1% | <1% |
| Corporations and other businesses | 2% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 322 | $98.6M | 22.9% | $306K |
| High-net-worth individuals | 107 | $322M | 74.6% | $3.01M |
| Charitable organizations | 6 | $3.5M | 0.8% | $583K |
| Corporations and other businesses | 8 | $7.34M | 1.7% | $918K |
| Total | 443 | $431M | 100% | $973K |
- Clients
- 322
- Regulatory AUM
- $98.6M
- AUM share
- 22.9%
- Avg. per client
- $306K
- Clients
- 107
- Regulatory AUM
- $322M
- AUM share
- 74.6%
- Avg. per client
- $3.01M
- Clients
- 6
- Regulatory AUM
- $3.5M
- AUM share
- 0.8%
- Avg. per client
- $583K
- Clients
- 8
- Regulatory AUM
- $7.34M
- AUM share
- 1.7%
- Avg. per client
- $918K
Total
- Clients
- 443
- Regulatory AUM
- $431M
- AUM share
- 100%
- Avg. per client
- $973K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
ETF Portfolio Partners charges 0.50%–1.00% a year for its Advisory Fees. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.00% |
| $1M–$5M | 0.75% |
| $5M and above | 0.50% |
Fee details and sources
Richard Romey owns 25% to 50% of ETF Portfolio Partners. The leadership team of ETF Portfolio Partners includes President Deborah Romey and Chief Compliance Officer Richard Romey. It has 8 employees, 4 of them in advisory roles.
Leadership
- Deborah RomeyVice President, Secretary
- Richard RomeyPresident, Chief Compliance Officer
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 8 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 25% to 50% of ETF Portfolio Partners, Inc.
Richard Romey
Control person · since August 2003
- Owns 25% to 50% of ETF Portfolio Partners, Inc.
Deborah Romey
Control person · since August 2003
- Owns 10% to 25% of ETF Portfolio Partners, Inc.
Jeffrey Lewis Schlachter Trust
since August 2008
ETF Portfolio Partners’ regulatory assets grew 1.8× from $245M (February 2021) to $431M (January 2026); clients rose from 345 to 443 and employees from 5 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| January 2026 | $431M | 443 | 8 | 2 |
| July 2025 | $369M | 411 | 6 | 2 |
| January 2024 | $326M | 395 | 6 | 2 |
| February 2023 | $271M | 380 | 6 | 2 |
| March 2022 | $296M | 387 | 5 | 1 |
| February 2021 | $245M | 345 | 5 | 1 |
Besides its headquarters, ETF Portfolio Partners has 1 office, with 2 listed addresses in Kansas and Missouri.
Kansas · 1 listed address
- 4831 W. 136th Street, Suite 300, LeawoodHQ
Missouri · 1 listed address
- 1009 W Fort Scott Street, Butler
Contact and registration details
- Legal name
- ETF Portfolio Partners, Inc.
- Headquarters
- 4831 W. 136th Street, Suite 300, Leawood, KS 66224-5922
- Website
- etfportfoliopartners.com
- Phone
- 913-851-1100
- @etf-portfolio-partners
- SEC file
- 801-80946
- Founded
- 2004
- Structure
- Kansas corporation
- Fiscal year end
- December
ETF Portfolio Partners uses Fidelity ($431M) as custodian for its separately managed accounts. ETF Portfolio Partners does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $431M100%
At year end, ETF Portfolio Partners’ separately managed accounts were mostly in funds (92%). Its reported 13F holdings for the quarter ended 30 June 2026 total $420M across 70 positions; the largest are Vanguard Total Stock Market ETF (18.7%), Vanguard Mega Cap Growth (9.2%) and iShares Core US Aggregate Bond (7.7%).
What the accounts hold
- Stocks3%
- Funds92%
- Bonds1%
- Cash4%
Reported 13F holdings
- $420M
- Reported 13F value
- 70
- Positions
- 69.4%
- In the 10 largest
- +10.4%
- Value vs. prior quarter
- Vanguard Total Stock Market ETFETF18.7%
- Vanguard Mega Cap GrowthETF9.2%
- iShares Core US Aggregate BondETF7.7%
- Vanguard Meg Cap Value ETFETF6.7%
- Invesco Qqq TrustETF5.0%
- Vanguard FTSE All-wld Ex-usETF4.9%
- Vanguard Long-term Bond ETFETF4.7%
- Fidelity Total Bond ETFETF4.3%
- iShares 3-7 Year Treasury Bond ETFETF4.2%
- Vanguard Small-cap ETFETF4.1%
Together, the ten largest are 69.4% of reported value.
How many clients does ETF Portfolio Partners have?
ETF Portfolio Partners has 443 clients and manages $431 million for them, as of January 2026. They include 322 individual clients, 107 high-net-worth individuals, and 8 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 January 2026
What services does ETF Portfolio Partners offer?
ETF Portfolio Partners provides financial planning, portfolio management for individuals and small businesses, and publishing newsletters.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does ETF Portfolio Partners charge?
ETF Portfolio Partners charges 0.50%–1.00% a year for its Advisory Fees. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Source: ETF PORTFOLIO PARTNERS FIRM BROCHURE, filed 23 January 2026
Which custodians does ETF Portfolio Partners use?
ETF Portfolio Partners’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $431M. 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 January 2026
How many financial advisors does ETF Portfolio Partners have?
ETF Portfolio Partners has 4 investment adviser representatives registered with state securities authorities, out of 8 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does ETF Portfolio Partners invest in?
At the end of its last fiscal year, ETF Portfolio Partners’ separately managed accounts held 92% registered funds (mutual funds, ETFs, BDCs), 4% cash and equivalents, 3% exchange-traded equities and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns ETF Portfolio Partners?
ETF Portfolio Partners’ direct owners are Richard Romey, Deborah Romey and Jeffrey Lewis Schlachter Trust, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 23 January 2026
How does ETF Portfolio Partners get paid?
ETF Portfolio Partners is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact ETF Portfolio Partners?
ETF Portfolio Partners’ main office is at 4831 W. 136th Street, Suite 300, Leawood, KS 66224-5922. Its phone number is 913-851-1100. Its website is etfportfoliopartners.com.