Family Wealth Planning Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$206,916,186
Clients
1,141
Advisors
4
of 8 employees
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
Expertise
Occupation focus
Demographic focus
Fee options
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.
$0 - $499,999: 1.65% $500,000 - $999,999: 1.35% $1,000,000+: 1.00%
IARs receive commissions from fixed insurance products sold through FWPP Insurance LLC; commissions vary by product and are separate from advisory fees.
Account minimum: $100,000
Main office
3012 Eastpoint Parkway
Louisville KY 40223
Advisors at this office
4
Most active in
Indiana · Kentucky · Louisiana · Texas
Also doing business as
Family Wealth Planning Partners · Family Wealth Planning Partners LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Quick links
Advisors at this firm
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.
Brian R
CFP®, ChFC®, Series 66
Louisville, KY
Family Wealth Planning Partners
Brian Ramsey is a CFP®, ChFC®, and Series 66 holder with 22 years of industry experience. He is currently with Family Wealth Planning Partners in Louisville, KY, where he has worked since 2022, and is also involved with FWPP Insurance LLC. Prior to this, he held roles at IFP Securities, LLC and Independent Financial Partners. Family Wealth Planning Partners is an SEC-registered advisory firm serving individuals, trusts, retirement plans, and other organizations, managing approximately $317 million in assets. The firm offers personalized investment management, financial planning, and retirement-plan advisory services, with options for discretionary and non-discretionary account management.
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.
Aaron M
Series 66
Louisville, KY
Family Wealth Planning Partners
Aaron Mc Andrew is a financial advisor at Family Wealth Planning Partners with 10 years of industry experience. He holds the Series 66 designation and has worked with several firms, including Capital Analysts and Lincoln Investment. 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 is an SEC-registered advisory firm serving individuals, trusts, retirement plans, and other organizations, managing approximately $317 million in assets across more than a thousand accounts. The firm offers personalized investment management, comprehensive financial planning, and retirement-plan advisory services, utilizing both advisor-managed separate accounts and firm-managed model portfolios with options for discretionary or non-discretionary implementation.
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