Root Financial Partners
Austin, TX·SEC-registered · CRD #290289
Root Financial Partners is an SEC-registered investment advisory firm in Austin, TX managing $2.1B across 4.1k client accounts, with 59 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.1B
Client accounts
4.1k
Advisory staff
59
Fee model
Fee-based
How Root Financial Partners is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Root Financial Partners
How much does Root Financial Partners manage?
Per its most recent SEC Form ADV filing (06/18/2026), Root Financial Partners reports $2.1B in regulatory assets under management across roughly 4.1k client accounts.
How does Root Financial Partners charge?
Root Financial Partners is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Root Financial Partners a fiduciary?
Yes. Root Financial Partners is registered with the U.S. Securities and Exchange Commission (CRD #290289), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Root Financial Partners taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Root Financial Partners and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Root Financial Partners's public SEC Form ADV filing (CRD #290289, filed 06/18/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Root Financial Partners. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Root Financial Partners? Claim this profile.