Structure Wealth Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Structure Wealth Partners LLC provides discretionary and non‑discretionary portfolio management and financial planning to individuals and high‑net‑worth individuals. The firm delivers ongoing portfolio management under individualized investment policy statements and may engage third‑party managers or sub‑advisors while acting as a fiduciary for retirement accounts.
Its investment process combines modern portfolio theory and cyclical analysis and employs both long‑ and short‑term trading to align portfolios with client risk profiles. Portfolio recommendations typically use exchange‑traded funds but can include structured products, private and alternative investments, interval funds, annuities, and digital assets, and the firm may allocate portions of client accounts to third‑party managers such as SyntheticFi.
Distinctive features disclosed in the brochure include a sub‑advisory arrangement with SyntheticFi and a firm policy that requires clients to use designated custodians (Schwab Institutional and StoneX), which influences execution and the use of third‑party platforms. The firm also discloses that supervised persons may be licensed insurance agents and that it is newly formed and recently changed its registration status, matters the firm identifies and documents as potential conflicts of interest.
Client services
Expertise
Fee options
Financial planning fixed fees up to $10,000 per engagement.
1.99% annually
Insurance commissions and other remuneration from insurance product sales separate from advisory fees.
Up to $500 per hour internal hourly rate for financial planning services.
Main office
450 S Orange Ave, 3rd Floor
Orlando FL 32801
Advisors at this office
1
Most active in
Florida
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.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")