Strategic Financial Partners, LTD
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$320,366,154
Clients
340
Advisors
6
across 2 offices
About
Strategic Financial Partners provides wealth management, portfolio management, financial planning, and pension consulting to individuals, retirement plans, trusts, foundations, charities, and business clients, and manages approximately $321 million in discretionary assets. Services include both ongoing discretionary portfolio management and standalone financial plans used to guide implementation and monitoring.
The firm customizes portfolios using fundamental and technical analysis and constructs diversified asset-allocation models that are actively monitored and rebalanced as client circumstances or market conditions change. Strategies offered range from long‑term buy‑and‑hold to shorter‑term trading and option writing, and the firm may recommend third‑party advisers or model portfolios when appropriate.
Compared with many similarly sized advisory teams, SFP is notable for sponsoring its own wrap fee program (the SFP Wrap Fee Program) and executing and custoding trades through LPL Financial, while several associated persons also serve as registered representatives of LPL and as licensed insurance agents—arrangements the firm discloses and addresses through its code of ethics and conflict‑management processes. The firm also operates multiple offices, discloses use of Securities‑Backed Lines of Credit in its risk discussions, and has begun using AI tools to record and transcribe client meetings (with an opt‑out option), items it has specifically highlighted in recent brochure updates.
Client services
Expertise
Occupation focus
Fee options
Up to $15,000 fixed fee for financial planning services
Commission-based compensation earned by certain registered representatives and insurance agents separate from advisory fees
Up to $15,000 fixed fee for financial planning services, billed 50% in advance and 50% upon completion
Minimum fee: $7,500 per year minimum for Wealth Management; $1,650 per year minimum for Portfolio Management
Main office
See officeBend OR
Advisors at this office
5
Most active in
California · Nebraska · New Mexico · Oregon · Texas · Washington
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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
Grant C
Series 63, Series 66
Bend, OR
Strategic Financial Partners, LTD
Grant Carroll is a financial advisor with Strategic Financial Partners, LTD in Bend, Oregon, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked with Strategic Financial Partners since 2008 and has been affiliated with LPL Financial LLC since 2004. Outside of his advisory role, he is involved with Wavy C Ranch, a home-based business. Strategic Financial Partners, Ltd. provides wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, trusts, foundations, and plan sponsors. The firm customizes portfolios based on client objectives and risk tolerances, employing both fundamental and technical analysis across a diversified set of securities.
Edward S
Series 63, Series 65
Bend, OR
Strategic Financial Partners, LTD
Edward Sager is a financial advisor with Strategic Financial Partners, LTD and holds Series 63 and Series 65 credentials. He has 24 years of industry experience, including roles at LPL Financial LLC since 2004 and Strategic Financial Partners since 2009. Outside of advisory work, he has been involved in CPA activities and outside sales of non-variable insurance. Strategic Financial Partners, LTD offers wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, trusts, foundations, and plan sponsors. The firm provides discretionary portfolio management tailored to client objectives, combining fundamental and technical analysis across a diversified mix of securities.
Richard W
Series 63, Series 66
Bend, OR
Strategic Financial Partners, LTD
Richard Williams is a financial advisor at Strategic Financial Partners, LTD with 35 years of industry experience. He holds Series 63 and Series 66 designations and has been with Strategic Financial Partners since 2008. Williams also has a long-standing affiliation with LPL Financial, dating back to 2004. Strategic Financial Partners, Ltd. provides wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, trusts, foundations, and plan sponsors. The firm manages discretionary portfolios tailored to clients’ objectives using a diversified mix of securities and offers ongoing monitoring and financial planning services.
Kevin G
Series 63, Series 66
Bend, OR
Strategic Financial Partners, LTD
Kevin Green is a financial advisor with Strategic Financial Partners, LTD in Santa Fe, NM, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked at Strategic Financial Partners and LPL Financial LLC since 2013. Strategic Financial Partners, Ltd. provides wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, trusts, foundations, and plan sponsors. The firm offers discretionary portfolio management with ongoing monitoring and tailors portfolios using fundamental and technical analysis across diverse securities.
Robert K
Series 63, Series 65
Portland, OR
Strategic Financial Partners, LTD
Robert Kirkpatrick is a financial advisor with Strategic Financial Partners, LTD in Portland, OR, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Strategic Financial Partners since 2009 and has also worked with LPL Financial since 2004. Outside of his advisory work, he operates a home-based business entity for tax and investment purposes and is involved in non-variable insurance sales. Strategic Financial Partners, Ltd. provides wealth management, financial planning, and retirement plan consulting to individuals, trusts, foundations, and plan sponsors. The firm manages discretionary portfolios tailored to clients’ objectives using a diversified mix of securities and offers continuous monitoring, rebalancing, and ERISA 3(38) investment manager services.
Michael E
Series 63, Series 65
Bend, OR
Strategic Financial Partners, LTD
Michael Eisenhauer is a financial advisor with Strategic Financial Partners, LTD, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked exclusively with Strategic Financial Partners since 2011. Strategic Financial Partners, LTD provides wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, trusts, foundations, and plan sponsors. The firm uses a diversified mix of securities and combines fundamental and technical analysis to tailor portfolios to client objectives, managing accounts on a discretionary basis with ongoing monitoring and rebalancing.
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