Financial Partners Group, Inc.
- Regulatory AUM
- $1.1B
- Discretionary
- $1.1B
- Clients
- 1,218
- Avg AUM / client
- $941K
- Accounts
- 3,587
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 840 | $244M | 21.3% |
| High net worth individuals | 373 | $896M | 78.2% |
| Charitable organizations | 3 | $675K | 0.06% |
| Corporations and other businesses | 2 | $5.2M | 0.45% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan West Tennessee Bone & Joint Institute | 2024 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James Curtis Claiborne | President, Managing Partner | Chartered Financial Consultant | May 2017 (9y) | 50% – 75% |
| Timothy John Mcdermott | Managing Partner/Cfo | CFP Chartered Financial Consultant | Jun 2017 (9y) | 50% – 75% |
| Joshua John Britton | Chief Compliance Officer/Cio | Nov 2017 (9y) | Less than 5% | |
| Derek Joseph Mcdermott | Chief Operating Officer | May 2024 (2y) | Less than 5% | |
| Samuel Richard Mellinger | Registered representative | Sep 2017 (9y) | ||
| Matthew Craig Queen | Registered representative | Sep 2017 (9y) | ||
| Mark Stanford Saper | Registered representative | Sep 2017 (9y) | ||
| Christian Daniel Dunker | Registered representative | Mar 2020 (6y) | ||
| Michael Connor Strouse | Registered representative | Sep 2022 (4y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan | West Tennessee Bone & Joint Institute | 209 | $39.1M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $1.1B (96% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗