Firethorn Wealth Partners, LLC logo

Firethorn Wealth Partners, LLC

Updated today

Client AUM

$484,971,145

Clients

679

Advisors

7

of 9 employees

About

Firethorn Wealth Partners is a registered investment adviser that manages approximately $671.9 million with a seven‑advisor team. The firm provides wealth management, financial planning and investment management to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, corporations and retirement plans, and also offers retirement‑plan consulting and a separate education advisory service.

Investment decisions are driven by an Investment Committee and a focus on asset allocation, manager selection and ongoing due diligence, with portfolios constructed from mutual funds, ETFs, individual securities, independent managers and alternative investments. Firethorn offers both discretionary and non‑discretionary management, uses third‑party operational providers (e.g., Orion), and may include structured products, privately placed securities, options and margin where appropriate.

Noteworthy distinctions include the firm’s use of the Betterment for Advisers wrap program in a sub‑advisory capacity—where Firethorn assists with suitability and initial allocation but does not retain trading discretion—and its combination of fee‑based advisory services with affiliated insurance and registered‑representative brokerage arrangements. The brochure also discloses procedures for third‑party standing letters of authorization, a flat‑fee education advisory engagement (waived for clients with $1,000,000 or more at the firm), and revenue‑sharing relationships with certain third‑party providers, features that are less common among similarly sized team advisers.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Retirement income strategy

Occupation focus

Founder/Business Owner Executive

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Fee options

Fixed

Fixed fees quoted for financial planning and consulting services based on scope and complexity. Education Advisory and Consulting fee: $500 per engagement (waived if client has $1,000,000 or more managed by the firm). Retainers up to $1,200 for some financial planning engagements.

Percentage

0.50% - 1.25% annually

Commissions

Certain supervised persons may offer insurance products under a separate commission-based arrangement; also, some persons are registered representatives offering securities brokerage services under a separate commission-based arrangement through Kingswood Capital Partners.

Project-based

Hourly rates charged for financial planning and consulting engagements, billed based on time spent on the engagement.

Main office

2550 Central Avenue

Augusta GA 30904

Advisors at this office

7

Most active in

Alabama · Florida · Georgia · New Jersey · North Carolina · Pennsylvania · South Carolina · Tennessee · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Kevin S

Series 63, Series 65

Augusta, GA

Firethorn Wealth Partners, LLC

Kevin Sweeney is a financial advisor at Firethorn Wealth Partners, LLC with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Kingswood Capital Partners, WealthPLAN Partners, and LPL Financial. Outside of his advisory role, he serves as president of the nonprofit First Tee of Augusta. Firethorn Wealth Partners is a registered investment adviser managing approximately $671.9 million with a seven-advisor team. The firm provides wealth management, financial planning, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, utilizing an Investment Committee-driven approach focused on asset allocation, manager selection, and ongoing due diligence.

Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Retirement income strategy Founder/Business Owner Executive
user avatar

Gerald R

CFP®, Series 63, Series 65

Augusta, GA

Firethorn Wealth Partners, LLC

Gerald Rogers is a CFP® professional with 31 years of industry experience. He is a member of the seven-advisor team at Firethorn Wealth Partners, LLC in Augusta, GA, where he has worked since 2018. Prior to joining Firethorn, Rogers held roles at Chalice Capital Partners, WealthPLAN Partners, South State Bank, and LPL Financial. He serves as treasurer for the Westminster School Board, a community role unrelated to his investment activities. Firethorn Wealth Partners manages approximately $671.9 million and offers wealth management, financial planning, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm emphasizes asset allocation, manager selection, and ongoing due diligence, utilizing a range of investment vehicles and offering both discretionary and non-discretionary management.

Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Retirement income strategy Founder/Business Owner Executive
user avatar

Melinda M

Series 63, Series 65

Augusta, GA

Firethorn Wealth Partners, LLC

Melinda Mcree is a financial advisor at Firethorn Wealth Partners, LLC with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has held positions at Kingswood Capital Partners, Chalice Capital Partners, WealthPLAN Partners, LPL Financial, and Georgia Bank & Trust. At Firethorn, she serves as chief compliance officer and director of operations. Firethorn Wealth Partners is a registered investment adviser managing approximately $671.9 million with a seven-advisor team. The firm provides wealth management, financial planning, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, with an investment approach driven by an Investment Committee focusing on asset allocation, manager selection, and ongoing due diligence.

Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Retirement income strategy Founder/Business Owner Executive
user avatar

Kenneth S

Series 65

Augusta, GA

Firethorn Wealth Partners, LLC

Kenneth Simpson is a financial advisor at Firethorn Wealth Partners, LLC with Series 65 credentials and one year of industry experience. Prior to joining Firethorn, he held various roles in educational institutions and a country club. Firethorn Wealth Partners manages approximately $671.9 million with a seven-advisor team, offering wealth management, financial planning, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm’s investment decisions are guided by an Investment Committee and emphasize asset allocation, manager selection, and due diligence across a diverse range of securities and investment vehicles.

Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Retirement income strategy Founder/Business Owner Executive
user avatar

William A

Series 65

Augusta, GA

Firethorn Wealth Partners, LLC

William Abolghassem is a financial advisor at Firethorn Wealth Partners, LLC in Augusta, GA, holding a Series 65 designation with five years of industry experience. His prior roles include positions at CenterState Bank and Charter Bank. Firethorn Wealth Partners is a registered investment adviser managing approximately $671.9 million with a seven-advisor team. The firm serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering wealth management, financial planning, investment management, retirement-plan consulting, and education advisory services.

Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Retirement income strategy Founder/Business Owner Executive
user avatar

Raymond B

CFP®, Series 63, Series 65

Augusta, GA

Firethorn Wealth Partners, LLC

Raymond Benjamin is a CFP® certificant with 29 years of industry experience, currently serving at Firethorn Wealth Partners, LLC in Augusta, GA. His prior roles include positions at Kingswood Capital Partners, WealthPLAN Partners, LPL Financial, and Georgia Bank & Trust. He is also involved in an insurance brokerage business, referring cases to a related firm in exchange for investment referrals. Firethorn Wealth Partners is a registered investment adviser managing approximately $671.9 million with a seven-advisor team. The firm serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, employing a rigorous investment process centered on asset allocation, manager selection, and ongoing due diligence.

Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Retirement income strategy Founder/Business Owner Executive
user avatar

Katherine B

Series 65

Augusta, GA

Firethorn Wealth Partners, LLC

Katherine Brabenec is a financial advisor at Firethorn Wealth Partners, LLC with five years at the firm and two years of industry experience. She holds a Series 65 designation. Prior to her advisory role, she spent time at the University of Alabama and Davidson Fine Arts. Firethorn Wealth Partners is a registered investment adviser managing approximately $671.9 million with a seven-advisor team. The firm serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, focusing on asset allocation, manager selection, and ongoing due diligence across a diversified range of investment vehicles.

Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Retirement income strategy Founder/Business Owner Executive
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