Overview
Assets Under Management: $317 million
Headquarters: LOUISVILLE, KY
High-Net-Worth Clients: 51
Average Client Assets: $2.1 million
Frequently Asked Questions
FAMILY WEALTH PLANNING PARTNERS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #323656), FAMILY WEALTH PLANNING PARTNERS is subject to fiduciary duty under federal law.
FAMILY WEALTH PLANNING PARTNERS is headquartered in LOUISVILLE, KY.
FAMILY WEALTH PLANNING PARTNERS serves 51 high-net-worth clients according to their SEC filing dated March 23, 2026. View client details ↓
According to their SEC Form ADV, FAMILY WEALTH PLANNING PARTNERS offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
FAMILY WEALTH PLANNING PARTNERS manages $317 million in client assets according to their SEC filing dated March 23, 2026.
According to their SEC Form ADV, FAMILY WEALTH PLANNING PARTNERS serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 34.43%
Average Client Assets: $2.1 million
Total Client Accounts: 1,366
Discretionary Accounts: 1,041
Non-Discretionary Accounts: 325
Regulatory Filings
CRD Number: 323656
Filing ID: 2077882
Last Filing Date: 2026-03-23 20:25:06