Tounjian Advisory Partners provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and insurance. Financial planning was provided to 500 clients last fiscal year.
Tounjian Advisory Partners reports 583 clients. They include 373 individual clients, 197 high-net-worth individuals, and 7 pension and profit-sharing plans. Of its assets, 100.0% ($675M across 1,804 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $675M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 64% | 28% |
| High-net-worth individuals | 34% | 68% |
| Pension and profit-sharing plans | 1% | 2% |
| Corporations and other businesses | 1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 373 | $192M | 28.4% | $515K |
| High-net-worth individuals | 197 | $458M | 67.8% | $2.32M |
| Pension and profit-sharing plans | 7 | $15.3M | 2.3% | $2.19M |
| Corporations and other businesses | 6 | $10.4M | 1.5% | $1.74M |
| Total | 583 | $675M | 100% | $1.16M |
- Clients
- 373
- Regulatory AUM
- $192M
- AUM share
- 28.4%
- Avg. per client
- $515K
- Clients
- 197
- Regulatory AUM
- $458M
- AUM share
- 67.8%
- Avg. per client
- $2.32M
- Clients
- 7
- Regulatory AUM
- $15.3M
- AUM share
- 2.3%
- Avg. per client
- $2.19M
- Clients
- 6
- Regulatory AUM
- $10.4M
- AUM share
- 1.5%
- Avg. per client
- $1.74M
Total
- Clients
- 583
- Regulatory AUM
- $675M
- AUM share
- 100%
- Avg. per client
- $1.16M
- 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
- 500
Tounjian Advisory Partners charges 0.60%–1.40% a year for its Wealth Management Services. The fee is billed in arrears and is negotiable.
Fee details and sources
Tounjian Holdings, LLC owns 75% or more of Tounjian Advisory Partners and is in turn owned by Tounjian Financial Partners, LLC (50–75%). The leadership team of Tounjian Advisory Partners includes President Alfred Tounjian and Chief Compliance Officer Dustin Meza. It has 10 employees, 4 of them in advisory roles.
Staff
- 10 employees
- 4 in advisory functions
- 4 state-registered reps
- 5 insurance agents
- Owns 75% or more of Tounjian Advisory Partners LLC
Tounjian Holdings, LLC
Control person · since October 2023
- Owns 50% to 75% of Tounjian Holdings, LLC
Tounjian Financial Partners, LLC
Control person · since October 2023
- Owns 50% to 75% of Tounjian Financial Partners, LLC
Adt Legacy, Inc.
Control person · since October 2023
- Owns 50% to 75% of Tounjian Financial Partners, LLC
NBC Legacy, Inc.
Control person · since October 2023
Tounjian Advisory Partners’ regulatory assets grew from $459M (July 2024) to $675M (March 2026); clients rose from 484 to 583 and employees from 8 to 10.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $675M | 583 | 10 | 2 |
| Jul 2025July 2025 | $518M | 550 | 9 | 2 |
| Jul 2024July 2024 | $459M | 484 | 8 | 2 |
Besides its headquarters, Tounjian Advisory Partners has 1 office, with 2 listed addresses in 1 state.
Florida · 2 listed addresses
- 8870 Daniels Parkway, Fort MyersHQ
- 999 Vanderbilt Beach Road, Naples
Other business names
Tounjian Advisory Partners has reported 2 other business names to the SEC.
- Advantage Wealth Partners
- Saving the Investor
Contact and registration details
- Legal name
- Tounjian Advisory Partners LLC
- Headquarters
- 8870 Daniels Parkway, Fort Myers, FL 33912
- Website
- advantagewealthpartners.com
- Phone
- 239-561-1155
- SEC file
- 801-129470
- Founded
- 2023
- Structure
- Delaware LLC
- Fiscal year end
- December
Tounjian Advisory Partners’ named custodians for separately managed accounts are Fidelity ($583M, 86%) and Charles Schwab ($92.2M, 14%). Tounjian Advisory Partners has custody of $371M for 134 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $92.2M14%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $583M86%
At year end, Tounjian Advisory Partners’ separately managed accounts were mostly in stocks (53%) and funds (37%). Its reported 13F holdings for the quarter ended 30 June 2026 total $234M across 789 positions; the largest are First TR Exchange-traded FD (16.5%), First TR Exchng Traded FD VI (3.9%) and Apple Inc. (3.7%).
What the accounts hold
- Stocks53%
- Funds37%
- Bonds7%
- Cash3%
How many clients does Tounjian Advisory Partners have?
Tounjian Advisory Partners has 583 clients and manages $675 million for them, as of March 2026. They include 373 individual clients, 197 high-net-worth individuals, and 7 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 March 2026
What services does Tounjian Advisory Partners offer?
Tounjian Advisory Partners provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and insurance.
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 Tounjian Advisory Partners charge?
Tounjian Advisory Partners charges 0.60%–1.40% a year for its Wealth Management Services. The fee is billed in arrears and is negotiable.
Source: ADVANTAGE WEALTH PARTNERS DISCLOSURE BROCHURE, filed 11 March 2026
Which custodians does Tounjian Advisory Partners use?
Tounjian Advisory Partners’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $583M and Charles Schwab & Co., Inc. (Westlake, TX), with $92.2M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 March 2026
How many financial advisors does Tounjian Advisory Partners have?
Tounjian Advisory Partners has 4 investment adviser representatives registered with state securities authorities, out of 10 employees, and 4 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
What does Tounjian Advisory Partners invest in?
At the end of its last fiscal year, Tounjian Advisory Partners’ separately managed accounts held 53% exchange-traded equities, 37% registered funds (mutual funds, ETFs, BDCs), 7% investment grade corporate bonds and 3% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Tounjian Advisory Partners?
Tounjian Advisory Partners is owned through a chain of holding companies by Adt Legacy, Inc. and NBC Legacy, Inc. Its direct owner is Tounjian Holdings, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 11 March 2026
How does Tounjian Advisory Partners get paid?
Tounjian Advisory 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 Tounjian Advisory Partners?
Tounjian Advisory Partners’ main office is at 8870 Daniels Parkway, Fort Myers, FL 33912. Its phone number is 239-561-1155. Its website is advantagewealthpartners.com.