FP
Financial Partners, Inc.
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 331728
·
☆ Save with Pro
ADV data as of Apr 06, 2026
- Regulatory AUM
- $11.5M
- Discretionary
- $0
- Clients
- 0
- Avg AUM / client
- —
- Accounts
- 4
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | $3.5M | 30.4% |
| Pension and profit sharing plans | Fewer than 5 clients | $8.0M | 69.6% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Richard Dillard Dixon | Registered representative | CFP | Apr 2025 (1y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/06/2026 | 1.23 MB | 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
Services
- • Pension consulting services
Custody
Reported custodians
- Mutual Omaha Retirement Servicfes $6.7M (58% of AUM) Apr 2026
- Interactive Brokers $3.2M (28% of AUM) Apr 2026
- Lincoln Financial Advisors Corporation $1.6M (14% of AUM) Apr 2026
- Assetmark Trust Company $1.2M (10% of AUM) Apr 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: Apr 06, 2026.
View current Form ADV (SEC/IAPD) ↗