Power Financial Partners, Llc
- Regulatory AUM
- $329M
- Discretionary
- $319M
- Clients
- 250
- Avg AUM / client
- $1.3M
- Accounts
- 452
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 106 | $47.5M | 14.4% |
| High net worth individuals | 27 | $42.0M | 12.8% |
| Pension and profit sharing plans | 117 | $239M | 72.6% |
| Corporations and other businesses | Fewer than 5 clients | $635K | 0.19% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Detwilers Retirement Savings Plan Detwilers Operations Inc. | 2024 | |
| Wrh Realty Services, Inc. 401 K Plan Wrh Realty Services, Inc. | 2024 | |
| Tampa Bay Workforce Alliance, Inc. 401 K Plan Tampa Bay Workforce Alliance, In | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Roger Sverre Machlin | Member And Chief Compliance Officer | CFP Chartered Financial Consultant | Feb 2023 (4y) | 75% or more |
| Debbie Lynn Tanner | Registered representative | Chartered Financial Consultant | Feb 2023 (3y) | |
| Jose Miguel Valdez | Registered representative | Jan 2025 (2y) | ||
| Daniel Hernandez | Registered representative | CFP | Oct 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Detwilers Retirement Savings Plan | Detwilers Operations Inc. | 638 | $7.9M | 01/01/2024 |
| Wrh Realty Services, Inc. 401 K Plan | Wrh Realty Services, Inc. | 295 | $17.9M | 01/01/2024 |
| Tampa Bay Workforce Alliance, Inc. 401 K Plan | Tampa Bay Workforce Alliance, In | 158 | $6.8M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/12/2026 | 906 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $80.9M (25% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 12, 2026.
View current Form ADV (SEC/IAPD) ↗