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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-09-2017
- Office Locations
- 46
Office Locations
About Root Financial Partners
Root Financial Partners is an independent, fiduciary RIA serving primarily $1M+ households nationwide via a remote planning model. The firm delivers integrated retirement-focused planning and discretionary investment management, plus tax, estate, insurance, and cash-flow advice. Fees are asset-based with a $10k annual minimum and no commissions. Platform footprint includes Schwab and Altruist and a heavy ETF orientation, supported by ongoing client education content.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JAMES MATTHEW CONOLE
Chief Executive Officer, Financial Advisor, FOUNDER, General Partner
- CRD
- #5958476
- Ownership
- 75% or more
Alexandra Rose Addington Stickelman
Chief Compliance Officer, CHIEF OPERATING OFFICER
- CRD
- #6408420
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Benjamin Ahmetagic
--
- CRD
- #7234682
JENNIFER R AKHLAGHI
--
- CRD
- #5023502
Showing 2 of 61 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,141,036,560 | $521,695 |
| Non-Discretionary | $6,737,829 | $1,122,972 |
| Total | $2,147,774,389 | $522,573 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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