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Transparency & Trust

We believe in full transparency. Review our regulatory filings and privacy commitments below.

Privacy Notice (Regulation S-P)

Effective: February 13, 2024

Our SEC Regulation S-P notice to advisory clients describing how Virtus Financial Partners collects, uses, and protects nonpublic personal information. We do not sell nonpublic personal information. Third-party sharing is limited to what's necessary for account servicing, brokers, custodians, and essential service providers.

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Client Relationship Summary (Form CRS)

Effective: February 3, 2026

A concise overview of our advisory services, fees, conflicts of interest, and disciplinary history, as required by the SEC. This document is designed to help you make informed decisions about your advisory relationship with us.

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Firm Brochure (Form ADV Part 2A)

Effective: March 25, 2026

The comprehensive firm brochure covering our advisory business, fee schedules, investment strategies, risk disclosures, code of ethics, brokerage practices, and more. Required by SEC regulation for all registered investment advisers.

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407-267-8445

EMAIL

servicing@virtusfp.com

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407-267-8445servicing@virtusfp.comWinter Park, FL

Virtus Financial Partners is a registered investment advisor. Registration does not imply a certain level of skill or training. This website is provided for educational purposes only and does not constitute personalized investment, tax, or legal advice. Virtus Financial Partners may receive compensation for advisory services discussed herein. Please consult your own CPA, attorney, and financial advisor before making decisions about your retirement plan. Information reflects current laws and regulations as of the date published and is subject to change. Past performance is not indicative of future results.

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