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They include 91 high-net-worth individuals, 42 individual clients and 7 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 22 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Financial Advisory Partners offer?","answer":"Financial Advisory Partners provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Financial Advisory Partners charge?","answer":"Financial Advisory Partners charges up to 2.00% a year for its Wrap Fee Program - Portfolio Management Services. The fee is billed in advance.","source":"ADV PART 2A APPENDIX 1, filed 22 July 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Financial Advisory Partners use?","answer":"Financial Advisory Partners’ separately managed account assets are held at RBC Capital Markets, LLC (New York, NY), with $378M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Financial Advisory Partners have?","answer":"Financial Advisory Partners has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 3 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 Financial Advisory Partners invest in?","answer":"At the end of its last fiscal year, Financial Advisory Partners’ separately managed accounts held 59% registered funds (mutual funds, ETFs, BDCs), 35% exchange-traded equities, 2% U.S. government and agency bonds, 1% state and local bonds, 1% sovereign 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 Financial Advisory Partners?","answer":"Financial Advisory Partners is owned through holding companies by Frank Benner and Peyton Davis Falkenburg. Its direct owners are Alexander Vandenberg, David Sutphin, Northstar Bank, Lanark Financial Group, LLC and Pierre Allard, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 22 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Financial Advisory Partners get paid?","answer":"Financial Advisory Partners is paid through a percentage of assets under management, hourly charges and fixed fees. 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Financial Advisory Partners?","answer":"Financial Advisory Partners’ main office is at 1201 S. Orlando Avenue, Suite 350, Winter Park, FL 32789. 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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."}