FAMILY WEALTH PLANNING PARTNERS
Firm details
- Headquarters
- LOUISVILLE, Kentucky
- CRD number
- 323656
- Registered since
- December 19, 2022
- Website
- www.fwppartners.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI34.43%
- Individuals30.76%
- Pension & Profit Sharing Plans23.18%
- Other11.63%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Family Wealth Planning Partners is an independent registered investment adviser organized as a partnership and SEC-registered in 2022. The firm serves both individual and family clients as well as institutional clients, delivering financial planning and discretionary portfolio management alongside fee-based advisory work. Their stated advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Fee arrangements combine a percentage of assets under management with fixed-fee engagements. The firm is not positioned as a capital allocator, does not identify as an active ESG investor, and reports an insurance company affiliation.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities43%
- Public Funds/Mutual Funds36%
- Other10%
- Non-Exchange Traded Equities4%
- Cash & Cash Equivalents3%
Contacts
3 of 5Aaron McAndrew
Partner, Wealth AdvisorCRD 6582561
ERIC DOUGLAS
Director of PlanningCRD 5561316
Christopher Vaughn
PartnerCRD 6386548
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LOUISVILLE, KY
JEFFERSON
Location
LOUISVILLE, KY
Headquartered in LOUISVILLE, KY, anchoring the Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN metro in the South.
- Metro area
- Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN
- Region
- South
- County
- JEFFERSON
- Address
- 3012 Eastpoint Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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