William Romey
ETF Portfolio Partners · Leawood, Kansas
William Romey is a fee-only financial advisor at ETF Portfolio Partners in Leawood, Kansas. ETF Portfolio Partners reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | ETF Portfolio Partners |
|---|---|
| Based in | Leawood, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $431.1M across 429 accounts |
| SEC registration | Investment adviser representative in CA, FL, KS, MO, NC, NE, TX · CRD 7408760 |
| Exams passed | Series 65 (2021) |
| Firm size | 8 employees |
| Disclosures | Reported; see the SEC record |
| Website | etfpp.com |
| Profile |
How William's firm compares
- ETF Portfolio Partners's average account is about $1.0 million, from its Form ADV (assets managed divided by 429 accounts).
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Questions about William
Is William Romey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and ETF Portfolio Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, ETF Portfolio Partners, reports charging a percentage of assets on its SEC Form ADV.
Where is William Romey based?
William Romey is based in Leawood, Kansas.
Is William Romey registered with the SEC?
Yes. William Romey is registered as an investment adviser representative in CA, FL, KS, MO, NC, NE and TX (CRD 7408760), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does ETF Portfolio Partners manage?
ETF Portfolio Partners reports $431.1M across 429 accounts in assets under management.
How do I contact William Romey?
Through William's website, etfpp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Leawood
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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