Y
CRD: 297089
Your Financial Partnership
$9.2M Total AUM
$9.2M Disc. AUM
-- 3Y CAGR
1 Employees
48 ADV. Clients
8 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-15-2018
- Office Locations
- 1
Office Locations
210 SW Market St. Suite #209 Lees Summit MO
About Your Financial Partnership
Your Financial Partnership is a fee-only, CFP-led RIA providing financial plans, ongoing planning, and portfolio management for families navigating life transitions, including 401(k)s, IRAs, brokerage accounts, and inheritances. Investment implementation is ETF-heavy and aligned to client goals. No account minimums; offers an initial 30-minute conversation. Custody includes Charles Schwab & Co.
Team overview
-- AVG AGE
$9.2M AVG AUM / ADVISOR
$191.5K AVG AUM / CLIENT
8.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
Available
Available
Available
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Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
DILWORTH DEAN LYMAN
Chief Compliance Officer
- CRD
- #4686881
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,191,258 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,191,258 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Other:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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