Financial Thinking Partner Wealth Advisors
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About
Financial Thinking Partner, LLC is a solo registered investment adviser that provides wealth management services to individuals and high‑net‑worth clients, combining discretionary portfolio management with comprehensive financial planning across cash flow, retirement, tax, education, estate, Social Security, and Medicare topics. The firm also offers investment consultation for held‑away accounts and tailors written or ongoing plans to client needs.
The firm employs a blended investment methodology that mixes passive, evidence‑based portfolio construction with tactical active management, drawing on third‑party models available through the Altruist marketplace and using mutual funds, ETFs and individual securities as appropriate. Portfolios may include actively managed autocallable income ETFs and, in select situations, structured notes for income generation, and the firm generally allocates tax‑inefficient tactical strategies to tax‑deferred accounts.
Distinctive features include an affiliated insurance agency operated by the firm’s principal, meaning insurance and annuity products may be recommended and sold (a conflict the brochure discloses and describes procedures to mitigate). The firm also offers periodic complimentary educational workshops and is newly established with no reportable assets to date, factors that may be relevant when assessing experience and operational history.
Client services
Expertise
Fee options
Flat annual fees as noted above; fees may be higher for unusual complexity with prior disclosure and agreement.
Insurance commissions received by the firm's principal for selling insurance products through affiliated insurance agency.
Minimum fee: Flat annual fee of $12,000 per year for households of two persons (couples) and $10,500 per year for individuals, billed quarterly in advance ($3,000 or $2,625 per quarter respectively). Fee may be adjusted for unusual complexity and can only increase annually up to the CPI-U unless client agrees in writing. Fee-only: Flat annual fee billed quarterly in advance; not based on assets under management.
Main office
Parker CO
Advisors at this office
1
Most active in
Colorado
Also doing business as
Annuity Strategy Center · Financial Thinking Partner Wealth Advisors · Financial Thinking Partner, LLC
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Forms ADV
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