Financial Partners, LLC

Overview

Financial Partners, LLC is an SEC registered investment adviser based in Santa Fe, NM, registered since 2017. It reports $182M in assets under management across 268 accounts, with 4 employees. It has 3 investment adviser representatives.

Reported AUM

$182M

Discretionary

100%

Accounts

268

Average account

$678K

Employees

4

Advisory reps

3

Registered since

2017

Jurisdictions

7

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Hourly Charges and Percentage of Assets

Executive officers 3 of 4

• Denise Marie Gonzales Owner CRD 4345576
• Peter Denis Murphy Managing Member CRD 5427375
• Silas Michael Peterson Chief Compliance Officer, Partner CRD 7531354

1 more executive officer, with direct contact details

Advisory reps 3 of 3

• Peter Denis Murphy Insurance Agent · Investment Adviser Rep CRD 5427375
• Gregory Adam Myers Insurance Agent · Investment Adviser Rep CRD 4625574
• Silas Michael Peterson Insurance Agent · Investment Adviser Rep CRD 7531354

Location

Headquarters

613 Old Santa Fe Trl
Santa Fe, NM 87505

County

Santa Fe

Metro area

Santa Fe, NM

Region

West

Registrations

• SEC registered
• Registered in 7 jurisdictions
• Website: financialpartnersnm.com

Every state, with registration dates

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