RPO Wealth Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
RPO Wealth Partners provides financial planning and related advisory services to individuals and high‑net‑worth clients, operating as a small, two‑advisor firm with a limited client roster. Services center on creating and updating comprehensive financial plans and ongoing planning support rather than acting as an asset manager.
The firm does not manage client investment accounts, does not take custody or exercise discretionary trading authority, and instead delivers tailored plans that may include model allocations and recommendations. RPOWP may refer clients to third‑party investment advisers and states it does not receive compensation for those referrals.
RPOWP does not use percentage‑of‑AUM fee arrangements and instead relies on fixed, prepaid planning fees, which is uncommon among similarly categorized firms. The brochure also notes a broad advisory scope—covering mutual funds, private equity, hedge funds, REITs, venture capital, commodities and other alternative investments—while maintaining a non‑trading, planning‑only role.
Client services
Expertise
Fee options
Minimum fee: Negotiated fixed annual rate between $1,000 and $100,000 Fee-only: Fixed fees for ongoing financial planning and financial planning services, negotiated between $1,000 and $100,000
Main office
1009 East Blvd
Charlotte NC 28203
Advisors at this office
2
Most active in
North Carolina
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
Advisors at this firm
Lisa B
CFP®
Charlotte, NC
RPO Wealth Partners LLC
Lisa Bowers is a CFP® professional with five years of experience at RPO Wealth Partners LLC in Charlotte, NC. Prior to joining RPO Wealth Partners in 2020, she worked for nine years at Fifth Third Bank, N.A. RPO Wealth Partners LLC provides fee-for-service financial planning to individuals and high-net-worth families, focusing on areas such as cash-flow, retirement, investment, insurance, tax, college funding, and debt strategies. The firm does not manage client assets but may refer clients to third-party advisers when appropriate.
Jeffrey M
Series 65
Charlotte, NC
RPO Wealth Partners LLC
Jeffrey Martin is a financial advisor at RPO Wealth Partners LLC in Charlotte, NC, holding a Series 65 designation with five years of industry experience. He has been with RPO Wealth Partners since 2020 and previously worked at Fifth Third Bank, N.A. from 2011 to 2020. RPO Wealth Partners LLC provides ongoing and standalone financial planning services to individuals and high-net-worth families, focusing exclusively on fee-for-service planning without managing client investment accounts. The firm’s approach includes a comprehensive planning framework covering a wide range of investment vehicles and maintains a small, planning-focused client base.
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