Rothschild Financial Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Rothschild Financial Partners, LLC is an independent investment advisory and financial planning firm that offers services to individuals and high‑net‑worth clients, corporate executives, trusts, corporations, retirement plans, tax‑exempt organizations, and other legal entities. Its services include financial planning, discretionary and non‑discretionary portfolio management for individuals and institutions, retirement plan consulting, 401(k) participant portfolio recommendations, tax and estate planning coordination, and the selection or recommendation of third‑party sub‑advisers.
The firm’s advice is built around asset‑allocation models that consider a client’s goals, time horizon, tax and estate objectives, and risk tolerance, and it monitors portfolios with periodic reporting and rebalancing recommendations. It may implement strategies through third‑party sub‑advisers and platform managers, and provides 401(k) participant services that recommend model ETF portfolios and automated rebalancing notifications.
Compared with many peers in the no‑active‑advisors category, Rothschild Financial offers financial planning on hourly or fixed‑fee terms, explicitly provides selection of other advisers, and is affiliated with a broker‑dealer and several insurance and technology affiliates (including a back‑office platform that facilitates third‑party manager access). The brochure also discloses that the firm serves as investment manager to an affiliate private fund and details potential conflicts that can arise from affiliated broker‑dealer relationships, insurance sales, sub‑adviser fee arrangements, and preferred platform offerings.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Financial planning fixed fees negotiated based on complexity or other factors.
$0 - $250,000: 1.25% $250,001 - $1,000,000: 1.15% $1,000,001 - $3,000,000: 1.05% $3,000,001 - $5,000,000: 0.95% $5,000,001 - $10,000,000: 0.85% $10,000,001 - Negotiable: Negotiable
Advisory professionals may receive commissions on sales of securities and insurance products.
Financial planning fees charged hourly at $400 per hour.
Performance-based fees charged by affiliated private fund per fund offering documents.
Ongoing financial planning consulting may be billed on quarterly advance retainer basis.
Account minimum: $100,000 Minimum fee: General institutional investment consulting requires a minimum annual fee of $10,000 (equates to $1,000,000 minimum account size). Fee-only: Financial planning fees: $400 per hour or fixed fee mutually agreed upon
Main office
700 Commerce Drive, Suite 170
Oak Brook IL 60523, United States
Offices (2)
Most active in
Arizona · California · Colorado · Florida · Illinois · Indiana · Nevada · New Jersey · Pennsylvania · 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.
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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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.
Advisors at this firm
Jeremiah B
Series 63, Series 65
Phoenix, AZ
Rothschild Financial Partners, LLC
Jeremiah Butout is a financial advisor with Rothschild Financial Partners, LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at LPL Financial LLC, SagePoint Financial, and Mass Mutual Investors Services. Outside of his advisory work, he is involved in a family salsa business called Spicy Senorita Salsa. Rothschild Financial Partners, LLC provides independent investment advisory and financial planning services to individuals, high-net-worth clients, corporate executives, trusts, corporations, retirement plans, and tax-exempt organizations. The firm’s approach centers on asset-allocation models tailored to clients’ goals, tax and estate considerations, and risk tolerance, with periodic portfolio monitoring and the use of third-party sub-advisers.
Dustin L
Series 63, Series 65
Phoenix, AZ
Rothschild Financial Partners, LLC
Dustin Lester is a financial advisor at Rothschild Financial Partners, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial LLC and SagePoint Financial. He is also the owner of Post Scarcity LLC, a business unrelated to investment activities. Rothschild Financial Partners, LLC is an independent advisory and financial planning firm serving individuals, high-net-worth clients, corporate executives, trusts, corporations, retirement plans, tax-exempt organizations, and other legal entities. The firm offers financial planning, portfolio management, retirement plan consulting, and coordinates tax and estate planning, using asset-allocation models tailored to client goals and risk tolerance.
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