First Family Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$87,790,520
Total clients
137
100% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
69
Average account size
$640,807
About
First Family Wealth provides investment management and financial planning services to individuals, high-net-worth individuals, and charitable organizations. The firm operates with a small advisory team and reports discretionary assets under management in the tens of millions for a modest client base.
The firm tailors portfolios to client profiles and risk tolerance, employing diversification-focused approaches (including Modern Portfolio Theory) and a mix of fundamental, technical, and cyclical analysis. It also integrates financial planning and retirement-plan consulting into client relationships, including assistance with employee benefits and guidance on Medicare and healthcare selection, and may recommend third-party managers when appropriate.
The brochure discloses the use of endorsements and client testimonials in advertising, a practice that is uncommon among similar small advisers. Founded recently, the firm reports substantial discretionary AUM for a two-advisor practice and notes operational distinctions—such as not voting client proxies and not routinely providing separate written account reports—that may set it apart from many peers.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.35% $1,000,000+: 1.00%
Ongoing financial planning: $500 per month after $2,500 upfront fee.
Main office location
First Family Wealth
1500 Medical Center Parkway, Suite 3
Murfreesboro TN 37129, United States
Number of offices
1
Most active in
Tennessee · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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