Financial Advisory Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$301,301,336
Clients
133
Advisors
4
of 4 employees
About
Financial Advisory Partners provides discretionary and non‑discretionary investment management through a wrap fee program and offers modular, fixed‑fee, hourly, and ongoing financial planning and consulting services to individuals, high net worth clients, charities, and businesses. The firm reports managing approximately $377.8 million for about 133 clients, operating with a small advisory team.
The adviser combines portfolio management, trade execution, and implementation responsibilities within its wrap program and may delegate investment management to third‑party managers when appropriate. Transactions are executed and custodied through affiliated Lanark Financial, Inc. and principal custodians such as RBC Wealth Management, and some firm representatives are dually registered and may receive separate commission or insurance compensation as disclosed in the brochure.
What is distinctive about the firm is its clear affiliation and ownership ties with a broker‑dealer and banking interests — including Lanark Financial Group/Lanark Financial, Inc. and minority ownership ties to Northstar Bank — and a disclosed promoter/referral arrangement with an affiliated bank that results in referral fees. The firm highlights these relationships, sponsors a wrap fee program executed through an affiliated broker‑dealer, and discloses the resulting conflicts of interest and mitigation steps (written agreements and client disclosures) in its Brochure.
Client services
Expertise
Fee options
Fixed fees up to $10,000 for modular or broad-based financial planning; up to $10,000 for ongoing financial planning (fixed monthly)
Investment Adviser Representatives may receive commissions including 12b-1 fees for securities and insurance products sold separately from advisory fees
Hourly fee of $350
Fixed monthly fee for ongoing financial planning and consulting services, up to $10,000 (customized per engagement)
Account minimum: $100,000 Fee-only: Hourly fee at $350/hour; Fixed fees up to $10,000 (both negotiable); Fixed monthly fee for ongoing services up to $10,000 (customized per client)
Main office
1201 S. Orlando Avenue, Suite 350
Winter Park FL 32789
Advisors at this office
4
Most active in
Alabama · Florida · Georgia · Michigan · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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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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.
Advisors at this firm
Alexander V
Series 63, Series 65
Winter Park, FL
Financial Advisory Partners, LLC
Alexander Vandenberg Sr. is a financial advisor at Financial Advisory Partners, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including NBC Securities, Inc. and Financial Advisory Partners since 2006. Outside of advisory work, he is also involved as an associate in real estate sales. Financial Advisory Partners provides discretionary and non-discretionary investment management and offers modular financial planning and consulting services to individuals, high net worth clients, charities, and businesses. The firm manages approximately $378 million for about 133 clients and integrates portfolio management with trade execution, occasionally delegating investment management to third-party managers.
David S
Series 63, Series 65
Winter Park, FL
Financial Advisory Partners, LLC
David Sutphin is a financial advisor at Financial Advisory Partners, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Financial Advisory Partners since 2008, following 14 years at NBC Securities, Inc. He is a partner in a formal referral network affiliated with the firm. Financial Advisory Partners provides discretionary and non-discretionary investment management through a wrap fee program, along with fixed-fee, hourly, and ongoing financial planning and consulting services to individuals, high net worth clients, charities, and businesses. The firm manages approximately $377.8 million for about 133 clients and operates with a small advisory team.
Patricia M
Series 66
Winter Park, FL
Financial Advisory Partners, LLC
Patricia Manley is a financial advisor at Financial Advisory Partners, LLC with 18 years of industry experience. She holds the Series 66 designation and has worked at NBC Securities, Inc. since 2007. Manley has been with Financial Advisory Partners since 2021. Financial Advisory Partners provides discretionary and non-discretionary investment management through a wrap fee program, along with modular, fixed-fee, hourly, and ongoing financial planning services to individuals, high net worth clients, charities, and businesses. The firm manages approximately $377.8 million for about 133 clients and operates with a small advisory team.
Pierre A
Series 65, Series 63
Winter Park, FL
Financial Advisory Partners, LLC
Pierre Allard is a financial advisor with Financial Advisory Partners, LLC, holding Series 65 and Series 63 licenses and having 15 years of industry experience. He has served as Chief Investment Officer at NBC Securities, Inc. since 2010 and worked at CenterState Bank from 2010 to 2020. Financial Advisory Partners provides discretionary and non-discretionary investment management through a wrap fee program and offers fixed-fee, hourly, and ongoing financial planning services to individuals, high net worth clients, charities, and businesses. The firm manages approximately $377.8 million for around 133 clients with a small advisory team.
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