ETF PORTFOLIO PARTNERS, INC.
SEC RegisteredEVERY INVESTOR DESERVES A SMARTER WAY TO INVEST.
About the firm
ETF Portfolio Partners is a nationally recognized pioneer and leader in ETF investing. Their mission is to deliver a better investing experience to clients by combining new technologies and tools with proven investment principles to build better portfolios. They operate as fiduciaries, putting client interests first and never receiving commissions for selling products.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
ETF-based portfolio management using Modern Portfolio Theory (MPT) to build broadly diversified portfolios; personalized investment advice available by phone, email, or in person; index-based investment strategies focused on lower fees, transparency, diversification, discipline, and smart technology.
Who they serve
Investors seeking personalized portfolios matched to their specific risk and return goals.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 322 | $99M |
| High Net Worth Individuals | 107 | $322M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 0 | — |
| State/Municipal Entities | 6 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| Next $4,000,000 | 0.75% |
| Thereafter | 0.50% |
Data as of January 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ETF PORTFOLIO PARTNERS, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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