Your Financial Partnership
Your Financial Partnership (CRD# 297089) is a financial advisory firm headquartered in Lees Summit, MO. They manage $6,532,731 in 45 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management7MILLION
-
Total Number of Accounts45ACCOUNTS
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Average Account Value$145,172
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
![](/img/ws/firm-ria-sec-logo.png)
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
KS, MO
Financial Advisors at Your Financial Partnership
1
Dilworth Lyman (CRD# 4686881) is an Investment Advisor Representative working at Your Financial Partnership in Lees Summit, MO and has over 20 years of experience in the finance industry.
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