Virtus Financial Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$111,539,728
Clients
602
Advisors
3
of 6 employees
About
Virtus Financial Partners advises individuals, high‑net‑worth clients, small businesses and employer‑sponsored retirement plans, offering discretionary portfolio management, financial planning, 529 college‑savings advisory, and qualified plan consulting. The firm provides investment analysis, ongoing portfolio reviews, and requires a written financial services agreement before beginning engagement.
Their investment process emphasizes fundamental, cyclical and economic analysis to inform model portfolios and asset allocation, and the firm may engage third‑party managers under discretionary authority. VFP also implements held‑away order‑management tools (such as Pontera and Future Capital) to monitor and rebalance employer‑sponsored accounts like 401(k)s and HSAs alongside custodial accounts.
The firm is notable for an unusually high client load per adviser — roughly 600 clients served by three advisers — and for offering participant education and workshop‑style communications for retirement plans. It also maintains programs targeted to younger clients, including a structured planning program for recent college graduates, and has added dedicated 529 plan advisory services to its offerings.
Client services
Expertise
Demographic focus
Fee options
$0 - $500,000: 1.35% $500,001 - $1,000,000: 1.20% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
Hourly financial planning fee negotiable up to $500/hour
Monthly financial planning fees at $200, $395, or $595; new graduate planning service at $59/month for first 18 months
Minimum fee: Minimum fee of $2,400 per year for individual advisory clients; $1,250 minimum annual fee for Qualified Plans Fee-only: Financial planning fees: monthly fees tiered at $200, $395, or $595 per month charged in advance; hourly fees negotiable up to $500 per hour; New graduate service at $59/month for first 18 months
Main office
Winter Park FL
Advisors at this office
3
Most active in
Arizona · Arkansas · California · Colorado · Florida · Georgia · Illinois · Indiana · Kansas · Louisiana · Maine · Maryland · Michigan · Minnesota · Missouri · Nebraska · North Carolina · Oklahoma · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Virginia · Wisconsin
Also doing business as
Virtus Financial Partners · Virtus Financial Partners, LLC
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.
Quick links
Advisors at this firm
Bradford C
Series 63, Series 65
Winter Park, FL
Virtus Financial Partners
Bradford Combes is a financial advisor at Virtus Financial Partners with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Virtus Financial Partners since 2017, alongside prior roles at Principal Securities Inc. and Principal Life Insurance Company. Combes is also the owner of BWD Financial Group, LLC, an investment-related business formed in 2023. Virtus Financial Partners advises individuals, high-net-worth clients, small businesses, and employer-sponsored retirement plans, providing discretionary portfolio management, financial planning, 529 college-savings advisory, and qualified plan consulting. The firm’s investment approach includes fundamental, cyclical, and economic analysis and incorporates held-away order-management tools to monitor and rebalance various accounts, while offering educational programs and services tailored to retirement plans and younger clients.
Stanley S
Series 63, Series 65
Winter Park, FL
Virtus Financial Partners
Stanley Stewart is a financial advisor at Virtus Financial Partners with 17 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Principal Securities Inc. and Principal Life Insurance Company. Outside of advisory work, Stewart serves as president of CSKF Properties, LLC, an investment-related real estate holding company. Virtus Financial Partners serves individuals, high-net-worth clients, small businesses, and employer-sponsored retirement plans, providing portfolio management, financial planning, and 529 college-savings advisory. The firm employs fundamental and economic analysis to guide investments and offers education programs for retirement plan participants and younger clients.
Allan S
Series 65, Series 63
Winter Park, FL
Virtus Financial Partners
Allan Stevenson is a financial advisor with Virtus Financial Partners in Winter Park, FL, holding Series 65 and Series 63 licenses and six years of industry experience. His prior work history includes roles at Principal Securities Inc and Principal Life Insurance Company, as well as experience in hospitality at Hyatt Regency Orlando. He serves as a board member for Innovation Montessori School, where he participates in governance and financial oversight. Virtus Financial Partners advises individuals, high-net-worth clients, small businesses, and employer-sponsored retirement plans, offering discretionary portfolio management, financial planning, and qualified plan consulting. The firm uses fundamental and economic analysis to guide asset allocation and incorporates third-party managers and held-away order-management tools to serve a large client base efficiently.
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