Financial Partners Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, business succession planning, education planning, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Financial Partners Group reports 1,218 clients. They include 840 individual clients, 373 high-net-worth individuals and 3 charitable organizations. Of its assets, 98.0% ($1.12B across 3,583 accounts) are managed with discretion; $22.5M across 4 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 69% | 21% |
| High-net-worth individuals | 31% | 78% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 840 | $244M | 21.3% | $291K |
| High-net-worth individuals | 373 | $896M | 78.2% | $2.4M |
| Charitable organizations | Fewer than 5 | $675K | 0.1% | $225K |
| Corporations and other businesses | Fewer than 5 | $5.18M | 0.5% | $2.59M |
| Total | 1,218 | $1.15B | 100% | — |
- Clients
- 840
- Regulatory AUM
- $244M
- AUM share
- 21.3%
- Avg. per client
- $291K
- Clients
- 373
- Regulatory AUM
- $896M
- AUM share
- 78.2%
- Avg. per client
- $2.4M
- Clients
- Fewer than 5
- Regulatory AUM
- $675K
- AUM share
- 0.1%
- Avg. per client
- $225K
- Clients
- Fewer than 5
- Regulatory AUM
- $5.18M
- AUM share
- 0.5%
- Avg. per client
- $2.59M
Total
- Clients
- 1,218
- Regulatory AUM
- $1.15B
- AUM share
- 100%
- Avg. per client
- —
- 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
Financial Partners Group charges up to 1.25% a year for its Investment Management Fees and Compensation. The fee is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Employer Sponsored Retirement Plan Services
- Annual fee negotiated with the client and disclosed in the plan agreement, ranging from 0.25% to 1.00%.
- Financial Planning
- Fixed fees for financial plans range from $500 to $10,000; the hourly rate is $250.00.
James Claiborne owns 50% to 75% of Financial Partners Group. The leadership team of Financial Partners Group includes President James Claiborne, Chief Operating Officer Derek McDermott and Chief Compliance Officer Joshua Britton. It has 9 employees.
Leadership
- James ClaibornePresident, Managing Partner
- Derek McDermottChief Operating Officer
- Joshua BrittonChief Compliance Officer/CIO
- Timothy McDermottManaging
Investment adviser representatives
9 representatives listed in the SEC register as of 9 October 2026.
- Joshua John Britton
- James Curtis Claiborne
- Christian Daniel Dunker
- Derek Joseph McDermott
- Timothy John McDermott
- Samuel Richard Mellinger
- Matthew Craig Queen
- Mark Stanford Saper
- Michael Connor Strouse
Staff
- 9 employees
- 9 in advisory functions
- 9 state-registered reps
- 3 broker-dealer reps
- 5 insurance agents
- Owns 50% to 75% of Financial Partners Group, Inc.
James Claiborne
Control person · since May 2017
- Owns 50% to 75% of Financial Partners Group, Inc.
Timothy McDermott
Control person · since June 2017
Financial Partners Group’s regulatory assets grew 2.0× from $568M (March 2021) to $1.15B (March 2026); clients rose from 873 to 1,218 and employees were 9 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $1.15B | 1,218 | 9 | 1 |
| May 2025 | $973M | 1,146 | 9 | 1 |
| June 2024 | $860M | 1,113 | 9 | 1 |
| March 2023 | $682M | 1,072 | 9 | 1 |
| March 2022 | $717M | 961 | 9 | 1 |
| March 2021 | $568M | 873 | 9 | 3 |
Besides its headquarters, Financial Partners Group has 0 offices, with 1 listed address in Kansas.
Kansas · 1 listed address
- 10925 Antioch Road, Suite 100, Overland ParkHQ
Contact and registration details
- Legal name
- Financial Partners Group, Inc.
- Headquarters
- 10925 Antioch Road, Suite 100, Overland Park, KS 66210
- Website
- fpgkc.com
- Phone
- 913-826-6982
- @financial-partners-group-llc
- SEC file
- 801-111662
- Founded
- 2004
- Structure
- Kansas corporation
- Fiscal year end
- December
Financial Partners Group uses Fidelity ($1.1B) as custodian for its separately managed accounts. Financial Partners Group has custody of $130M in client assets for 116 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $1.1B100%
At year end, Financial Partners Group’s separately managed accounts were mostly in funds (79%) and stocks (14%). Its reported 13F holdings for the quarter ended 30 June 2026 total $985M across 250 positions; the largest are iShares TR (9.7%), American Centy ETF TR (5.0%) and State Str SPDR S&P 500 ETF T (4.5%).
What the accounts hold
- Stocks14%
- Funds79%
- Bonds2%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash5%
Reported 13F holdings
- $985M
- Reported 13F value
- 250
- Positions
- 43.9%
- In the 10 largest
- +17.8%
- Value vs. prior quarter
- iShares TR · Core S&P500 ETF9.7%
- American Centy ETF TR · US Sml CP Valu5.0%
- State Str SPDR S&P 500 ETF T · TR Unit4.5%
- First TR Exchange Traded FD · Risng Divd Achiv4.5%
- Invesco Exch Traded FD TR II · Nasdaq 100 ETF4.2%
- iShares TR · S&P 100 ETF4.1%
- Fidelity Covington Trust · MSCI Info Tech I3.1%
- iShares TR · iShares Semicdtr3.0%
- iShares TR · Core S&P Ttl Stk3.0%
- Apple Inc.2.9%
Together, the ten largest are 43.9% of reported value.
How many clients does Financial Partners Group have?
Financial Partners Group has 1,218 clients and manages $1.15 billion for them, as of March 2026. They include 840 individual clients, 373 high-net-worth individuals and 3 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Financial Partners Group offer?
Financial Partners Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, business succession planning, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Financial Partners Group charge?
Financial Partners Group charges up to 1.25% a year for its Investment Management Fees and Compensation. The fee is negotiable.
Which custodians does Financial Partners Group use?
Financial Partners Group’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $1.1B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Financial Partners Group have?
Financial Partners Group has 9 investment adviser representatives registered with state securities authorities, out of 9 employees, and 9 perform investment advisory functions. 3 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
What does Financial Partners Group invest in?
At the end of its last fiscal year, Financial Partners Group’s separately managed accounts held 79% registered funds (mutual funds, ETFs, BDCs), 14% exchange-traded equities, 5% cash and equivalents, 1% U.S. government and agency bonds 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 Financial Partners Group?
Financial Partners Group’s direct owners are James Claiborne (50% to 75%) and Timothy McDermott (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Financial Partners Group get paid?
Financial Partners Group 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
Is Financial Partners Group registered with the SEC?
Yes, Financial Partners Group has been registered with the SEC as an investment adviser since 8 September 2017. Its CRD number is 288644 and its SEC file number is 801-111662.
Source: Form ADV Part 1A, Item 1, filed 30 March 2026; IAPD firm record
How do I contact Financial Partners Group?
Financial Partners Group’s main office is at 10925 Antioch Road, Suite 100, Overland Park, KS 66210. Its phone number is 913-826-6982. Its website is fpgkc.com.