ETF Portfolio Partners, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$420,303,557
Clients
429
Advisors
4
of 8 employees
About
ETF Portfolio Partners provides discretionary portfolio management to individuals (including high-net-worth clients), retirement plan participants, trusts, estates, and charitable organizations. The firm manages model portfolios composed mainly of exchange-traded funds (ETFs) and cash equivalents, tailoring asset allocations to client goals, risk tolerance, and time horizon.
The firm’s investment approach centers on strategic asset allocation and constructing globally diversified, balanced ETF portfolios that are monitored and periodically rebalanced; model portfolios are reviewed at least weekly and client accounts are reviewed at least quarterly. Client onboarding uses an investor profile and rollover suitability questionnaire, and ongoing client communication includes individual meetings, quarterly reports, and periodic email updates.
Noteworthy features in the brochure include the firm’s focus on ETF-only model portfolios (with no margin use and no performance-based fees) and the use of an institutional platform arrangement with a major custodian for brokerage, custody, and practice-support services. The brochure also specifies that the firm manages roughly $431 million in client assets, maintains multiple public websites and periodic email communications for clients, and reports no legal or disciplinary history.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually
Account minimum: $250,000 Fee-only: Annual investment management fees based on tiered percentage of assets under management as follows: 1.00% on first $1,000,000; 0.75% on next $4,000,000; 0.50% thereafter.
Main office
4831 W. 136th Street, Suite 300
Leawood KS 66224-5922
Advisors at this office
4
Most active in
California · Florida · Kansas · Louisiana · Missouri · Nebraska · North Carolina · Texas
Also doing business as
Etf Portfolio Partners, Inc. · Etf Portfolio Solutions, Inc. · Romey Capital Management Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Nick R
Verified by Warmer
CFA®, Series 65
Leawood, KS
ETF Portfolio Partners, Inc.
Nicholas Romey is a CFA® charterholder and holds a Series 65 license with seven years of experience in the financial industry. He has been with ETF Portfolio Partners, Inc. since 2019. Prior to that, he spent three years at the University of Kansas. ETF Portfolio Partners provides discretionary portfolio management primarily using globally diversified, balanced ETF portfolios tailored to individual clients, retirement plans, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and regularly monitors and rebalances model portfolios.
Courtney H
Series 65
Leawood, KS
ETF Portfolio Partners, Inc.
Courtney Hicks is a financial advisor at ETF Portfolio Partners, Inc. with a Series 65 credential and one year of industry experience. Prior to joining the firm, she held roles at Creative Planning, LLC and UMB Bank. Outside of finance, she works as a Technical Assistant for Marsec Training Inc., providing online maritime security certifications. ETF Portfolio Partners offers discretionary portfolio management primarily through globally diversified, balanced ETF model portfolios tailored to individual clients, retirement plans, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation, regular portfolio rebalancing, and detailed client communication.
William R
Series 65
Leawood, KS
ETF Portfolio Partners, Inc.
William Romey is a financial advisor with ETF Portfolio Partners, Inc. He holds a Series 65 designation and has five years of industry experience. Prior to his current role, he was a student at the University of Kansas from 2017 to 2021. ETF Portfolio Partners, Inc. provides discretionary portfolio management primarily using exchange-traded funds for individuals, retirement plans, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and globally diversified, balanced ETF portfolios that are regularly monitored and rebalanced.
Richard R
Series 63, Series 65
Leawood, KS
ETF Portfolio Partners, Inc.
Richard Romey is a financial advisor at ETF Portfolio Partners, Inc. with 37 years of industry experience. He has been with ETF Portfolio Partners since 2004 and holds Series 63 and Series 65 designations. ETF Portfolio Partners provides discretionary portfolio management primarily using exchange-traded funds (ETFs) for individuals, retirement plan participants, trusts, estates, and charitable organizations. The firm focuses on strategic asset allocation and globally diversified, balanced ETF portfolios that are regularly reviewed and rebalanced.
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