A complete list of active advisors currently associated with Rothschild Financial Partners, LLC
Warmer can help you find a great advisor at Rothschild Financial Partners, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Rothschild Financial Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Rothschild Financial Partners, LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Phoenix, AZ
| 18
| |
Phoenix, AZ
| 23
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)