Financial Partners provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Financial Partners reports 268 clients. They include 203 individual clients and 65 high-net-worth individuals. Of its assets, 100.0% ($182M across 268 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 76% | 34% |
| High-net-worth individuals | 24% | 66% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 203 | $61.5M | 33.9% | $303K |
| High-net-worth individuals | 65 | $120M | 66.1% | $1.85M |
| Total | 268 | $182M | 100% | $678K |
- Clients
- 203
- Regulatory AUM
- $61.5M
- AUM share
- 33.9%
- Avg. per client
- $303K
- Clients
- 65
- Regulatory AUM
- $120M
- AUM share
- 66.1%
- Avg. per client
- $1.85M
Total
- Clients
- 268
- Regulatory AUM
- $182M
- AUM share
- 100%
- Avg. per client
- $678K
- 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
- 0
Financial Partners charges 0.80%–1.65% a year for its Comprehensive Portfolio Management. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 1.65% |
| $500K–$1M | 1.25% |
| $1M–$2M | 1.00% |
| $2M and above | 0.80% |
Fee details and sources
Other fees
- Financial Planning
- Financial planning fees are negotiable and billed at up to $300 an hour, with any partial or full retainer detailed in the agreement.
Peter Murphy owns 25% to 50% of Financial Partners. The leadership team of Financial Partners includes Chief Compliance Officer Silas Peterson. It has 4 employees, 3 of them in advisory roles.
Leadership
Silas PetersonChief Compliance Officer & Partner- Denise GonzalesOwner
Peter MurphyManaging Member
Gregory MyersPartner
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 3 in advisory functions
- 3 state-registered reps
- 3 insurance agents
- Owns 25% to 50% of Financial Partners, LLC
Peter Murphy
Control person · since January 2022
- Owns 25% to 50% of Financial Partners, LLC
Silas Peterson
Control person · since July 2023
- Owns 25% to 50% of Financial Partners, LLC
Gregory Myers
Control person · since April 2024
- Owns 5% to 10% of Financial Partners, LLC
Denise Gonzales
since April 2026
Financial Partners’ regulatory assets went from $190M (January 2021) to $182M (March 2026); clients fell from 352 to 268 and employees from 10 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $182M | 268 | 4 | 1 |
| March 2025 | $146M | 190 | 5 | 1 |
| April 2024 | $121M | 175 | 3 | 1 |
| January 2023 | $99.5M | 166 | 4 | 1 |
| February 2022 | $110M | 169 | 4 | 1 |
| January 2021 | $190M | 352 | 10 | 3 |
Besides its headquarters, Financial Partners has 0 offices, with 1 listed address in New Mexico.
New Mexico · 1 listed address
- 613 Old Santa Fe Trail, Santa FeHQ
Contact and registration details
- Legal name
- Financial Partners, LLC
- Headquarters
- 613 Old Santa Fe Trail, Santa Fe, NM 87505
- Website
- Not reported
- Phone
- 505-795-7910
- SEC file
- 801-110092
- Structure
- New Mexico LLC
- Fiscal year end
- December
Financial Partners uses Charles Schwab ($182M) as custodian for its separately managed accounts. Financial Partners has custody of $950K in client assets for 4 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Omaha, NE · $182M100%
At year end, Financial Partners’ separately managed accounts were mostly in funds (70%) and stocks (25%).
What the accounts hold
- Stocks25%
- Funds70%
- Bonds3%
- Investment grade corporate bonds2%
- U.S. government and agency bonds1%
- Cash2%
How many clients does Financial Partners have?
Financial Partners has 268 clients and manages $182 million for them, as of March 2026. They include 203 individual clients and 65 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Financial Partners offer?
Financial 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
How much does Financial Partners charge?
Financial Partners charges 0.80%–1.65% a year for its Comprehensive Portfolio Management. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Which custodians does Financial Partners use?
Financial Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Omaha, NE), with $182M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Financial Partners have?
Financial Partners has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. 0 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
What does Financial Partners invest in?
At the end of its last fiscal year, Financial Partners’ separately managed accounts held 70% pooled vehicles (private funds and similar), 25% exchange-traded equities, 2% investment grade corporate bonds, 2% cash and equivalents and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Financial Partners?
Financial Partners’ direct owners are Peter Murphy, Silas Peterson, Gregory Myers and Denise Gonzales, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Financial Partners get paid?
Financial Partners is paid through a percentage of assets under management and hourly charges. 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 Financial Partners?
Financial Partners’ main office is at 613 Old Santa Fe Trail, Santa Fe, NM 87505. Its phone number is 505-795-7910.