Family Wealth Planning Partners logo

Family Wealth Planning Partners

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Client assets under management

$206,916,186

Clients

1,141

4% high-net worth

Advisors

5

of 8 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

228

Very High

Average account size

$181,346

About

Family Wealth Planning Partners is an SEC‑registered advisory firm that serves individuals (including high‑net‑worth clients), trusts, retirement plans, and other organizations; the firm reports roughly $317 million in assets under management across discretionary and non‑discretionary relationships and more than a thousand client accounts. Its services include personalized investment management, comprehensive and modular financial planning and consulting, referrals to third‑party asset managers, and retirement‑plan advisory work.

The firm’s advisors construct customized asset allocations and deliver both advisor‑managed separate accounts and firm‑managed model portfolios, with options for discretionary or non‑discretionary implementation and regular monitoring; custodial relationships are primarily with institutional providers such as Schwab and SEI. Financial planning engagements are documented and tailored to client objectives, and the firm emphasizes documented suitability and ERISA/rollover processes—requiring forms and acknowledgements in rollover situations and referencing compliance with DOL guidance.

Compared with many team advisors, FWPP’s brochure discloses a few less common features: it historically sponsored a wrap‑fee program (now closed to new clients and retained only for legacy accounts), it is co‑owned with an affiliated insurance agency and discloses a promissory‑note arrangement tied to annuity production, and it expressly excludes certain asset types (for example, cryptocurrencies, leveraged/inverse ETFs, and marijuana‑related securities) for operational and insurance reasons. These disclosures highlight potential conflicts of interest and service limitations that prospective clients should consider alongside the firm’s more typical offerings.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Long-term care insurance Options & derivatives strategies Tax-loss harvesting

Occupation focus

Founder/Business Owner Executive Financial Professional

Demographic focus

Mid-Career Professionals Established Professionals

Fee options

Fixed

Financial planning fees generally range from $1,000 to $25,000, with upfront payments not exceeding $1,200 if plan not completed within six months.

Percentage

$0 - $499,999: 1.65% $500,000 - $999,999: 1.35% $1,000,000+: 1.00%

Commissions

IARs receive commissions from fixed insurance products sold through FWPP Insurance LLC; commissions vary by product and are separate from advisory fees.

Other

Account minimum: $100,000

Main office location

Family Wealth Planning Partners

9200 Shelbyville Rd, Suite 103

Louisville KY 40222, United States

Number of offices

4

Most active in

Indiana · Kentucky · Louisiana · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Christopher V

Series 63, Series 65

Louisville, KY

Family Wealth Planning Partners

Christopher Vaughn is a financial advisor with Family Wealth Planning Partners in Louisville, KY. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. His prior experience includes roles at FWPP Insurance LLC, IFP Securities, LLC, Independent Financial Partners, Thrivent Financial, and Foresters Financial. Vaughn is also involved with FWPP Insurance LLC, an affiliated insurance agency licensed in Kentucky. Family Wealth Planning Partners serves individual and institutional clients, including high-net-worth individuals, pension plans, trusts, estates, and businesses. The firm offers portfolio management, financial planning, pension plan advisory, and third-party asset manager referrals, employing a mix of fundamental, technical, quantitative, and tactical investment approaches.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Long-term care insurance Options & derivatives strategies Tax-loss harvesting Founder/Business Owner Executive Financial Professional Mid-Career Professionals Established Professionals
user avatar

Cody B

Series 65

Louisville, KY

Family Wealth Planning Partners

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Long-term care insurance Options & derivatives strategies Tax-loss harvesting Founder/Business Owner Executive Financial Professional Mid-Career Professionals Established Professionals
user avatar

Brian R

CFP®, ChFC®, Series 66

Louisville, KY

Family Wealth Planning Partners

Brian Ramsey is a CFP®, ChFC®, and Series 66-licensed advisor with 21 years of industry experience. He is currently with Family Wealth Planning Partners in Louisville, KY, where he has worked since 2022. Prior to this, he was affiliated with IFP Securities, LLC and Independent Financial Partners. He is also involved with FWPP Insurance LLC, an affiliated insurance agency licensed in Kentucky. Family Wealth Planning Partners serves individual and institutional clients, including high-net-worth individuals, pension plans, trusts, estates, and businesses. The firm offers portfolio management, financial planning, pension plan advisory, and third-party asset manager referrals, using a mix of fundamental, technical, quantitative, and tactical investment approaches.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Long-term care insurance Options & derivatives strategies Tax-loss harvesting Founder/Business Owner Executive Financial Professional Mid-Career Professionals Established Professionals
user avatar

Eric D

Series 63, Series 66

Louisville, KY

Family Wealth Planning Partners

Eric Douglas is a financial advisor with Family Wealth Planning Partners in Louisville, KY, holding Series 63 and Series 66 licenses and having 17 years of industry experience. His prior work includes roles at Jefferson National Securities Corporation and Independent Financial Partners. He is also involved with FWPP Insurance LLC, an affiliated insurance agency licensed in Kentucky. Family Wealth Planning Partners serves individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, estates, and businesses. The firm offers portfolio management, financial planning, pension plan advisory, and access to third-party asset managers, employing a range of investment approaches and maintaining custodial relationships with Schwab and SEI.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Long-term care insurance Options & derivatives strategies Tax-loss harvesting Founder/Business Owner Executive Financial Professional Mid-Career Professionals Established Professionals
user avatar

Aaron M

Series 66

Louisville, KY

Family Wealth Planning Partners

Aaron Mc Andrew is a financial advisor with Family Wealth Planning Partners in Louisville, KY, holding a Series 66 designation and with 10 years of industry experience. He has worked with several firms including Capital Analysts, Lincoln Investment, and Shepherd Financial Investment Advisory. Outside of his advisory role, he serves as Vice President and Head Coach of the Louisville Track Club, a youth track and field organization. Family Wealth Planning Partners serves individual and institutional clients, providing portfolio management, financial planning, and pension plan advisory services. The firm employs a mix of fundamental, technical, quantitative, and tactical investment approaches and supports execution through custodial relationships with Schwab and SEI.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Long-term care insurance Options & derivatives strategies Tax-loss harvesting Founder/Business Owner Executive Financial Professional Mid-Career Professionals Established Professionals
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