Priority Financial Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$100,438,619
Clients
80
Advisors
2
across 2 offices
About
Priority Financial Partners serves individual and high‑net‑worth clients through a two‑advisor team that manages roughly $100 million across about 80 client relationships. The firm offers comprehensive financial planning and ongoing investment management as its core services, and also provides project‑based and hourly planning engagements for specific needs.
The firm’s investment approach is passive and asset‑class based, using low‑cost mutual funds and ETFs to construct diversified allocations tailored to each client’s risk tolerance and goals, with regular monitoring and annual plan reviews. Financial planning is integrated into the advisory relationship, and the firm documents IRA rollover comparisons and other fiduciary analyses when recommending retirement account decisions.
Distinctive features include a small advisory team with professional credentials (both advisors are CFP certificants and one holds a Ph.D.), resulting in a relatively low client‑to‑advisor ratio compared with many peers. The firm discloses a formal minimum advisory arrangement and a specific policy on digital assets—characterizing them as speculative and limiting exposure—while clients retain responsibility for proxy voting.
Client services
Expertise
Fee options
One-time initial fee ranging from $2,500 to $5,000 based on complexity.
$0 - $750,000: 1.40% $750,001 - $2,000,000: 0.95% $2,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.45% $5,000,001 - $10,000,000: 0.35% $10,000,001+: 0.25%
$375/hour for financial planning.
Account minimum: $750,000 Minimum fee: Minimum annual advisory fee of $10,500 ($875 per month) applies to all client relationships. Fee-only: Hourly financial planning at $375/hour.
Main office
1309 E. 3rd Ave, Unit 112
Durango CO 81301, United States
Offices (2)
Most active in
Colorado · Iowa · Kansas
Also doing business as
Priority Financial Partners · Priority Financial Planning, 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 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.
Forms ADV
Quick links
Advisors at this firm
Derek L
CFP®, Series 63
Manhattan, KS
Priority Financial Partners
Derek Lawson is a CFP® with nine years of experience at Priority Financial Partners in Manhattan, KS. He has held academic positions at Kansas State University since 2015, currently serving as an assistant professor teaching CFP Board Core Content classes and conducting research. Prior to his current role, he also worked at Texas Tech University. Priority Financial Partners is a small advisory firm serving individual and high-net-worth clients with comprehensive financial planning and investment management. The firm employs a passive, asset-class-based investment approach, focusing on diversified, cost-efficient portfolios tailored to client risk profiles.
Trent P
CFP®, Series 65
Durango, CO
Priority Financial Partners
Trent Porter is a CFP® and holds a Series 65 license with 16 years of experience in financial advising. He has been with Priority Financial Planning, LLC since 2012. Priority Financial Partners is a small advisory firm serving individual and high-net-worth clients with comprehensive financial planning and investment management. The firm employs a passive, asset-class-based investment approach, focusing on diversified, cost-efficient portfolios tailored to client risk profiles.
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