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FAMILY WEALTH PLANNING PARTNERS
9200 Shelbyville Rd
Suite 103
Louisville, Kentucky 40222
Tel: 502-200-5210
About FAMILY WEALTH PLANNING PARTNERS
FAMILY WEALTH PLANNING PARTNERS, formally registered with the SEC as FAMILY WEALTH PLANNING PARTNERS. The firm was established in 12/19/2022. They have over 4 offices throughout the country.
FAMILY WEALTH PLANNING PARTNERS is a Louisville, Kentucky based Financial Planning firm with nearly $313,506,471 assets under management, offering retirement planning & investment advisory services to 1728 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 323656 |
| SEC# | 801-126996 |
| Assets Managed by Firm | $313,506,471 |
| No. of Clients | 1728 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1728 | $313,506,471 |
| Individuals (other than high net worth individuals) | 695 | $182,730,022 |
| High net worth individuals | 44 | $67,855,997 |
| Pension and profit sharing plans | 56 | $62,920,452 |
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