Disclosures

401K.Partners is a registered investment advisor (RIA) firm, regulated by the Securities and Exchange Commission (SEC). Our firm’s registration details, along with comprehensive information about our practices, can be found in our Form ADV, available for review here.

We encourage all current and prospective clients to verify our registration and review our disclosure documents. Additionally, we recommend utilizing the FINRA BrokerCheck tool available at https://brokercheck.finra.org/ to conduct a general industry search and further ensure the credibility of any financial professional you are considering.

Client Relationship Summary

To help you understand the nature of our client-advisor relationship, we provide a Client Relationship Summary (Form CRS). This document outlines the types of services we offer, the fees and costs associated with these services, conflicts of interest, and other critical information. You can access our Client Relationship Summary here.